Robert E. Long

CRD 2198494 · Fidelity Brokerage Services LLC · Oak Brook, IL

IA RegisteredBroker

Also appears in the source record as: Robert Emmet Long Jr; Robert Emmet Long Jr.; Robert Emmet Long

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 63Series 65Series 66SIESeries 7
Registered states (51): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Aurora, IL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Aurora, IL · BD capacity

Nov 16, 2012 → present
Fidelity Brokerage Services LLCCurrent
Oak Brook, IL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Dec 5, 2012 → Jul 13, 2018
J.P. Morgan Securities LLC
BD capacity

Sep 9, 2011 → Oct 22, 2012
J.P. Morgan Securities LLC
IA capacity

Sep 9, 2011 → May 15, 2012
Calamos Wealth Management LLC
IA capacity

Oct 26, 2007 → Jan 21, 2011
Calamos Financial Services LLC
BD capacity

Feb 2, 2005 → Jan 21, 2011
Calamos Advisors LLC
IA capacity

Feb 2, 2005 → Oct 17, 2007
At Investor Services, Inc.
BD capacity

Jan 31, 2005 → Feb 16, 2005
Stein Roe Investment Counsel, Inc.
IA capacity

Mar 31, 2003 → Feb 16, 2005
Liberty Funds Distributor, Inc.
BD capacity

Sep 29, 2000 → Dec 31, 2000
William Blair & Company L.L.C.
BD capacity

Mar 12, 1997 → Jun 17, 1998
Prudential Asset Management Company Securities Corporation
BD capacity

Feb 20, 1992 → Jan 23, 1995

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2198494 ↗ FINRA BrokerCheck record for CRD 2198494 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.