TrueAdvisor
TrueAdvisor
SL
CFA
SL
CFA

Stuart Weinel Long

Mariner
20 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Mariner
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
3,242 clients
Average Client Portfolio
$726K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only

Location

5700 West 112th Street, Suite 500, Overland Park,, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mariner
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2021 · 4 yrs 8 mos
MML Investors Services, LLC
March 2017 - November 2021 · 4 yrs 8 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
April 2010 - December 2014 · 4 yrs 8 mos
New England SecuritiesBroker
March 2010 - December 2014 · 4 yrs 9 mos
UBS Financial Services INC.
October 2005 - October 2009 · 4 yrs
UBS Financial Services INC.Broker
July 2005 - October 2009 · 4 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.