Unclaimed Profile

Melissa Ann Long

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

SIE, Series 3, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 65Clean record20 years registeredCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 2817410Firm CRD# 153075

Profile Verification

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

Identity

Melissa Ann Long · RESTON, VA

Registration

CRD #2817410 · CAPITAL FIDUCIARY ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Sep 2020 – present

BB&T SECURITIES, LLC

Oct 2017 – Sep 2020

MCLEAN, VA

MORGAN STANLEY

Dec 2013 – Oct 2017

MCLEAN, VA

INVESTMENT PROFESSIONALS, INC.

Jun 2012 – Nov 2013

RESTON, VA

CITIGROUP GLOBAL MARKETS INC.

Jul 2011 – Jun 2012

HAGERSTOWN, MD

UBS FINANCIAL SERVICES INC.

Nov 2005 – Jun 2011

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · November 14, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

CRD 153075 · SEC 801-72594

AUM

$147M

Regulatory assets under management

Employees

358 client accounts

Services offered by CAPITAL FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →

Introduction

Speak with Melissa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melissa is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RESTON?

Browse all registered financial advisors in RESTON, Virginia or claim this profile if it's yours.

Browse RESTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Melissa Ann Long offer?

Melissa Ann Long specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Melissa Ann Long's credentials?

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

Where is Melissa Ann Long located?

Melissa Ann Long is based in RESTON, Virginia, working with CAPITAL FIDUCIARY ADVISORS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Melissa Ann Long charge for services?

Melissa Ann Long's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FIDUCIARY ADVISORS, LLC?

CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →