Robert D. Long

WESTBOURNE INVESTMENTS

Vero Beach, FL

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CRD#: 858858

Professional summary

Robert Douglas Long is a registered financial advisor currently at WESTBOURNE INVESTMENTS, INC. located in Vero Beach, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Robert has worked at 8 firms and has passed the Series 16, Series 7, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Douglas Long's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 2026 - Present

WESTBOURNE INVESTMENTS, INC.

RIA

CRD#: 37499

Vero Beach, FL

Past

October 30, 2024 - December 31, 2025

WESTBOURNE INVESTMENTS, INC.

RIA

CRD#: 37499

Vero Beach, FL

Past

May 9, 2001 - January 21, 2003

CANACCORD GENUITY SECURITIES LLC

CRD#: 24790

NEW YORK, NY

Past

October 24, 2000 - November 10, 2000

SOUNDVIEW TECHNOLOGY CORPORATION

CRD#: 15425

OLD GREENWICH, CT

Past

April 12, 2000 - July 4, 2000

E*OFFERING

CRD#: 36717

SAN FRANCISCO, CA

Past

October 1, 1997 - May 23, 2000

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

February 14, 1997 - October 1, 1997

MONTGOMERY SECURITIES

CRD#: 4357

SAN FRANCISCO, CA

Past

March 3, 1992 - August 20, 1996

NOMURA SECURITIES INTERNATIONAL, INC.

CRD#: 4297

NEW YORK, NY

Past

November 1, 1978 - February 27, 1992

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.

CRD#: 37499 / SEC#: 801-36800, 8-47779

RIA

Registered Investment Advisory firm - SEC (6/6/1990 Approved)

Terminated by SEC on 02/20/2010

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 16

Date: 4/16/1986

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 10/21/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 1/3/1991

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 24

Date: 4/22/1988

General Securities Principal Examination

Current Firm

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.

CRD#: 37499 / SEC#: 801-36800, 8-47779

RIA

Registered Investment Advisory firm - SEC (6/6/1990 Approved)

Terminated by SEC on 02/20/2010

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Contact information

Main Address

2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314

Mailing Address

Phone number

(703) 294-6880

Established

Virginia since 03/12/1990

Firm type

Corporation

Fiscal year end

December

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTBOURNE INVESTMENTS INC 2025 AMEND ADV PART 2A (4/24/2025)

Direct owners and executive officers

Name	Position	CRD#
WESTBOURNE ASSOCIATES, INC.	CORPORATION
GOODWYN, WILFRED LACY	CHAIRMAN & CEO & CHIEF COMPLIANCE OFFICER	225538

Regulatory assets under management

Total Number of Accounts	445
AUM (Assets Under Management)	$ 221,087,393

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert D. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Douglas Long's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTBOURNE INVESTMENTS, INC.

CANACCORD GENUITY SECURITIES LLC

SOUNDVIEW TECHNOLOGY CORPORATION

E*OFFERING

BANC OF AMERICA SECURITIES LLC

MONTGOMERY SECURITIES

NOMURA SECURITIES INTERNATIONAL, INC.

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

WESTBOURNE INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 16

Date: 4/16/1986

Series 7

Date: 10/21/1978

Series 8

Date: 1/3/1991

Series 24

Date: 4/22/1988

Current Firm

WESTBOURNE INVESTMENTS, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WESTBOURNE INVESTMENTS, INC.

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