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Connor James Long

Columbia Management Investment Distributors, Inc.

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About Connor James Long

Connor James Long is a financial advisor registered with Columbia Management Investment Distributors, Inc. located in Las Vegas, NV. Connor has been in the securities industry since September 30, 2012. Connor has passed the Series 66, Series 7 and SIE exams. Connor is also registered in California, Hawaii and Nevada. Connor is currently registered with Columbia Management Investment Distributors, Inc. Connor is an active member of the securities industry and has a strong commitment to providing clients with the best possible financial advice. Connor has experience in providing investment advice, conducting securities trading and managing the assets of others. Connor has been an Investment Advisor Representative since April 2017. Prior to that, Connor worked at LORD ABBETT DISTRIBUTOR LLC. Connor is a valuable asset to any investment team and is committed to helping clients achieve their financial goals.

Firm Information

Connor Long is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Advisers, LLC is an investment advisor headquartered in Boston, MA. They manage approximately $1 billion to $10 billion in assets and provide a variety of advisory services, including asset liability management, credit analysis, and asset allocation. They serve a diverse client base, including individuals, corporations, institutions, and investment companies.
Columbia Management Investment Distributors, Inc.

290 CONGRESS STREET

BOSTON, MA 02210

$427.06B

Assets Under Management

126

Total Clients

175

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset liability management, credit analysis & asset allocation svcs

Asset liability management, credit analysis & asset allocation svcs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Connor Long’s Registration & Firm History

NV

04/24/2017 - Present

Columbia Management Investment Distributors, Inc. (Las Vegas NV)

NJ

08/30/2012 - 03/22/2017

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 10/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Connor James Long. Review regulatory record here.
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