DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Melissa Ann Long
Feed of 09/14/2026
Also filed as Melissa Ann Price
At current firm
6 y
since Sep 16, 2020
In the industry
29 y
since Dec 13, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cresset Asset Management, LLC independent RIA currentsince Sep 16, 2020 · Chicago, Il
- Bb&T Securities, LLC formerOct 4, 2017 to Sep 17, 2020 · Mclean, Va
- Morgan Stanley wirehouseDec 11, 2013 to Oct 16, 2017 · Mclean, Va
- Investment Professionals, Inc. formerJun 25, 2012 to Nov 18, 2013 · San Antonio, Tx
- Citigroup Global Markets Inc. BD affiliatedJul 27, 2011 to Jun 25, 2012 · Hagerstown, Md
- UBS Financial Services Inc. wirehouseNov 14, 2005 to Jun 24, 2011 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- Bb&T Securities, LLC to Cresset Asset Management, LLCleft Sep 17, 2020, registered Sep 16, 2020 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- Morgan Stanley to Bb&T Securities, LLCleft Oct 16, 2017, registered Oct 4, 2017 (-12 days) · Other
- Investment Professionals, Inc. to Morgan Stanleyleft Nov 18, 2013, registered Dec 11, 2013 (23 days) · Other
- Citigroup Global Markets Inc. to Investment Professionals, Inc.left Jun 25, 2012, registered Jun 25, 2012 (0 days) · Other
- UBS Financial Services Inc. to Citigroup Global Markets Inc.left Jun 24, 2011, registered Jul 27, 2011 (33 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address