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
Stuart Weinel Long
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Stuartqweinel Long Long
At current firm
15 y
since Jul 18, 2011
In the industry
20 y
since Oct 14, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner independent RIA currentsince Jul 18, 2011 · Overland Park,, Ks
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to Nov 1, 2021 · Boston, Ma
- Msi Financial Services, Inc. formerJan 12, 2015 to Mar 25, 2017 · Boston, Ma
- New England Securities Corporation formerApr 14, 2010 to Dec 31, 2014 · Boston, Ma
- UBS Financial Services Inc. wirehouseOct 17, 2005 to Oct 28, 2009 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to no registered destinationleft Nov 1, 2021 · Departure, no registered destination
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- New England Securities Corporation to Marinerleft Dec 31, 2014, registered Jul 18, 2011 (-1262 days) · Other
- UBS Financial Services Inc. to New England Securities Corporationleft Oct 28, 2009, registered Apr 14, 2010 (168 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address