Patrick Long is a registered investment advisor, based in Charlotte, NC, with 28 years of industry experience.
Location
214 N Tryon St, Fl 33, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick serves as a co-trustee for two trusts established for the Szatkowski family's children. This role, which began in 2022, requires minimal time and is not currently investment-related, though that could change in the future.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.