Tatianna Michele Long

CRD 7474317 · Strategic Advisers LLC · San Francisco, CA

IA RegisteredRegistration inactive

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Inactive
Investment adviser registration: Active
Exams passed (5): Series 7TOSeries 6TOSIESeries 66Series 63
Registered states (2): California · Texas
Years in the industry: Not yet retrieved from the source record
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: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (4)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Francisco, CA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLC
San Francisco, CA · BC capacity

Jun 12, 2023 → Jun 18, 2026
Empower Financial Services, Inc.
Greenwood Village, CO · BC capacity

Aug 19, 2022 → May 2, 2023
J.P. Morgan Securities LLC
Manteca, CA · BC capacity

Feb 1, 2022 → Jul 16, 2022

Source & corrections

Where this page comes from

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