Robert Wesley Long
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- Series 63Series 65SIESeries 7
- Registered states (37)
- Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
- Years in the industry (source record)
- 40
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 1400624 contains one or more disclosure events as of Aug 20, 2026.
findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:
Current firm
From the firm record
- Firm
- Morgan Stanley
- Firm CRD
- 149777
- SEC number
- 801-70103
- Assets under management
- $2.0T as of Jun 30, 2026
- Website
- www.morganstanley.com ↗
- Phone
- 914-225-5510
- Firm location
- Purchase, NY, 10577-2530
Employment history (14)
From the source registration record · current first
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Jun 1, 2009 → present
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Morgan Stanley & Co. IncorporatedIA capacityMay 5, 2009 → Jun 1, 2009
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Morgan Stanley & Co. IncorporatedBD capacityDec 12, 2008 → Jun 1, 2009
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Oct 19, 2004 → Jan 14, 2009
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Oct 5, 2004 → Jan 14, 2009
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Melhado, Flynn & Associates, Inc.BD capacityFeb 26, 2003 → Oct 1, 2004
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Nationsbanc Investments, Inc.BD capacityJan 1, 1998 → Jan 6, 1999
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NationssecuritiesBD capacityJun 4, 1996 → Jan 1, 1998
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First Union Brokerage Services, Inc.BD capacitySep 14, 1992 → Jun 24, 1996
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Ids Life Insurance CompanyBD capacityApr 1, 1992 → Sep 14, 1992
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American Express Financial Advisors Inc.BD capacityApr 1, 1992 → Sep 14, 1992
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Shearson Lehman Hutton Inc.BD capacityJul 11, 1988 → Apr 23, 1990
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John Hancock Distributors, Inc.BD capacityNov 4, 1986 → Jul 28, 1988
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E. F. Hutton & Company IncBD capacityApr 28, 1986 → Oct 10, 1986
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.