Alec Long
Advisor at Long Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Long Advisors LLC
Location
Middlesex, VT
Credentials
Series 63, Series 65
Industry experience
4 years
About
Alec Long is a financial advisor at Long Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MFS Investment Management and in roles at academic institutions including Boston University and Tufts University. Outside of finance, he was involved with Chill Vermont Gelato LLC for two years. Long Advisors LLC provides portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a diversified portfolio approach, and it offers public educational seminars as well as performance-based fee arrangements for qualified clients.
Client services
Based on Long Advisors LLC
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
2.00% annually
$350 per hour
0.00% management fee plus 25.00% performance fee on gains above 6% hurdle rate with high-water mark
Location
Middlesex, VT
Most active in
Alec L has reported serving >5 clients in these states in the last 12 months.
Delaware · Vermont
Work history
Long Advisors LLC
2022 - Present (4 years)
Chill Vermont Gelato LLC
2022 - 2024 (2 years)
Tufts University
2020 - 2021 (1 year)
MFS Investment Management
2018 - 2020 (2 years)
Haley & Steele / Guido Frames
2017 - 2018 (1 year)
Boston University
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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