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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Long is a financial advisor with Cresset Asset Management, LLC. Melissa has over 20 years of experience in the financial services industry. Melissa has held previous roles at Morgan Stanley, BB&T Securities, LLC, and UBS Financial Services Inc. Melissa specializes in providing investment advice to high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Melissa holds Series 3, 7, 7TO, 9, 10, 63, and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
09/16/2020 - Present
Cresset Asset Management, LLC (CHICAGO IL)
VA
10/04/2017 - 09/17/2020
BB&T SECURITIES, LLC (MCLEAN VA)
VA
12/11/2013 - 10/16/2017
MORGAN STANLEY (MCLEAN VA)
VA
06/25/2012 - 11/18/2013
INVESTMENT PROFESSIONALS, INC. (RESTON VA)
NY
07/27/2011 - 06/25/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
VA
11/24/2004 - 06/24/2011
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NY
01/15/2004 - 11/29/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/10/2000 - 08/22/2003
DAVID J. GREENE AND COMPANY, LLC (NEW YORK NY)
NY
07/30/1999 - 03/29/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
11/23/1998 - 05/06/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
12/24/1996 - 01/29/1999
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 11/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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