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ROBERT EMMET LONG JR.
ROBERT EMMET LONG JR, ROBERT EMMET LONG
CRD#: 2198494
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 OAK BROOK REG TWR 1415 W 22ND ST
STES 100 & 900
OAK BROOK, IL 60523
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 OAK BROOK REG TWR 1415 W 22ND ST
STES 100 & 900
OAK BROOK, IL 60523
Registration History
19952000200520102015202020252 FIRMS2011 - 2012 (1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2012 - Present (12 years)BCALAMOS FINANCIAL SERVICES LLC (CRD# 19850)2005 - 2011 (5 years)BAT INVESTOR SERVICES, INC. (CRD# 47837)2005 - 2005 (<1 year)BLIBERTY FUNDS DISTRIBUTOR, INC. (CRD# 30683)2000 - 2000 (<1 year)BWILLIAM BLAIR & COMPANY L.L.C. (CRD# 1252)1997 - 1998 (1 year)BPRUDENTIAL ASSET MANAGEMENT CO... (CRD# 18353)1992 - 1995 (2 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2012 - 2018 (5 years)IACALAMOS WEALTH MANAGEMENT LLC (CRD# 143490)2007 - 2011 (3 years)IACALAMOS ADVISORS LLC (CRD# 105758)2005 - 2007 (2 years)IASTEIN ROE INVESTMENT COUNSEL, INC. (CRD# 109644)2003 - 2005 (1 year)
License(s)

State Registrations

B
Alabama 11/17/2020

B
Montana 11/17/2020

B
Alaska 11/17/2020

B
Nebraska 11/17/2020

B
Arizona 11/17/2020

B
Nevada 1/2/2015

B
Arkansas 11/17/2020

B
New Hampshire 11/17/2020

B
California 9/12/2013

B
New Jersey 1/2/2015

B
Colorado 9/12/2013

B
New Mexico 11/17/2020

B
Connecticut 11/17/2020

B
New York 1/2/2015

B
Delaware 11/17/2020

B
North Carolina 11/17/2020

B
District of Columbia 1/2/2015

B
North Dakota 11/17/2020

B
Florida 9/12/2013

B
Ohio 11/18/2020

B
Georgia 1/2/2015

B
Oklahoma 11/17/2020

B
Hawaii 11/17/2020

B
Oregon 11/17/2020

B
Idaho 11/17/2020

B
Pennsylvania 11/17/2020

B
Illinois 11/16/2012

B
Rhode Island 11/17/2020

IA
Illinois 7/13/2018

B
South Carolina 11/17/2020

B
Indiana 9/12/2013

B
South Dakota 11/17/2020

B
Iowa 9/12/2013

B
Tennessee 11/17/2020

B
Kansas 11/17/2020

B
Texas 11/16/2012

B
Kentucky 11/17/2020

IA
Texas 7/13/2018

B
Louisiana 11/17/2020

B
Utah 1/2/2015

B
Maine 11/17/2020

B
Vermont 11/17/2020

B
Maryland 11/17/2020

B
Virginia 11/17/2020

B
Massachusetts 11/17/2020

B
Washington 11/17/2020

B
Michigan 11/17/2020

B
West Virginia 11/17/2020

B
Minnesota 11/17/2020

B
Wisconsin 11/17/2020

B
Mississippi 11/17/2020

B
Wyoming 11/17/2020

B
Missouri 11/17/2020

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
OAK BROOK REG TWR 1415 W 22ND ST STES 100 & 900, OAK BROOK, IL 60523
AURORA, IL
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
OAK BROOK REG TWR 1415 W 22ND ST STES 100 & 900, OAK BROOK, IL 60523
AURORA, IL
Registered with this firm since 11/16/2012

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/05/2012 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) OAK BROOK, IL
B
09/09/2011 - 10/22/2012 J.P. MORGAN SECURITIES LLC (CRD#:79) NAPERVILLE, IL
IA
09/09/2011 - 05/15/2012 J.P. MORGAN SECURITIES LLC (CRD#:79) NAPERVILLE, IL
IA
10/26/2007 - 01/21/2011 CALAMOS WEALTH MANAGEMENT LLC (CRD#:143490) NAPERVILLE, IL
B
02/02/2005 - 01/21/2011 CALAMOS FINANCIAL SERVICES LLC (CRD#:19850) NAPERVILLE, IL
IA
02/02/2005 - 10/17/2007 CALAMOS ADVISORS LLC (CRD#:105758) NAPERVILLE, IL
IA
03/31/2003 - 02/16/2005 STEIN ROE INVESTMENT COUNSEL, INC. (CRD#:109644) CHICAGO, IL
B
01/31/2005 - 02/16/2005 AT INVESTOR SERVICES, INC. (CRD#:47837) NEW YORK, NY
B
09/29/2000 - 12/31/2000 LIBERTY FUNDS DISTRIBUTOR, INC. (CRD#:30683) BOSTON, MA
B
03/12/1997 - 06/17/1998 WILLIAM BLAIR & COMPANY L.L.C. (CRD#:1252) CHICAGO, IL
B
02/20/1992 - 01/23/1995 PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (CRD#:18353) NEWARK, NJ
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Broker
IA
Investment Adviser
Disclosures
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