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Angie Long

Chief Investment Officer at Palmer Square Capital Management

No current adviser or broker registration

Angie Long is Chief Investment Officer of Palmer Square Capital Management LLC, a Mission Woods investment adviser managing $25.6B. Angie Long has passed 5 licensing exams.

5
Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Angie Long has been Chief Investment Officer of Palmer Square Capital Management since February 2011. Angie Long is a control person of the firm and directly owns under 5% of it. Angie Long received an AB degree in Economics from Princeton University.

Palmer Square Capital Management LLC is a Mission Woods, KS firm with $25.6B under management, 159 clients and 33 advisers across 3 offices, as of its September 2026 filing.

Angie Long is Palmer Square’s CIO and has responsibility for investment activities; she previously held senior credit trading roles at JPMorgan Chase.

No adviser firm registrations are on Angie Long’s record.

Credentials and registrations

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 41 March 2005
Name
Registered Options Principal Examination
Series 243 March 2004
Name
General Securities Principal Examination
Series 558 January 2002
Name
Limited Representative-Equity Trader Exam
Series 6328 February 2000
Name
Uniform Securities Agent State Law Examination
Series 71 November 1999
Name
General Securities Representative Examination

Individual record

Full name
Angie Knighton Long
CRD
4016555

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Angie Long work?

Angie Long has been Chief Investment Officer of Palmer Square Capital Management LLC since February 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 September 2026

Does Angie Long have a current investment-adviser registration?

Angie Long has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 17 October 2026

What exams has Angie Long passed?

Angie Long has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 24 and Series 4. The earliest, the Series 7, was passed in November 1999. FINRA credited Angie Long with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Leadership at Palmer Square Capital Management

Sources

  1. IAPD individual record, CRD 4016555. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Palmer Square Capital Management LLC, filed 22 September 2026. Title, control and ownership bands.
  3. Palmer Square Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

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