Unclaimed Profile

Edward Charles Long

AVITY INVESTMENT MANAGEMENT INC.·GREENWICH, Connecticut

Series 7, Series 63, Series 65Clean record20 years registeredAVITY INVESTMENT MANAGEMENT INC.

80 FIELD POINT RD., GREENWICH, CT 06830-6416CRD# 2533062Firm CRD# 104623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Charles Long · GREENWICH, CT

Registration

CRD #2533062 · AVITY INVESTMENT MANAGEMENT INC. · 20 years registered

Brand Profile

Not yet started

Career History

AVITY INVESTMENT MANAGEMENT INC.

Jan 2006 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVITY INVESTMENT MANAGEMENT INC.

CRD 104623 · SEC 801-6449

AUM

$1.7B

Regulatory assets under management

Employees

763 client accounts

Services offered by AVITY INVESTMENT MANAGEMENT INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AVITY INVESTMENT MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Edward Charles Long offer?

Edward Charles Long specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.

What are Edward Charles Long's credentials?

Edward Charles Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Charles Long located?

Edward Charles Long is based in GREENWICH, Connecticut, working with AVITY INVESTMENT MANAGEMENT INC.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Edward Charles Long charge for services?

Edward Charles Long's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVITY INVESTMENT MANAGEMENT INC.?

AVITY INVESTMENT MANAGEMENT INC. has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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