Christopher Long has been an investment adviser representative at Intentional Wealth Strategies since September 2023, and is not listed among the firm’s executive officers or direct owners.
Intentional Wealth Strategies is a Colorado Springs, CO firm with $171M under management, 161 clients and 3 advisers across 2 offices, as of its October 2026 filing.
Christopher Long’s longest registration was 5 years at Raymond James Financial Services Advisors, Inc (2017–2023). Before joining Intentional Wealth Strategies in 2023, Christopher Long was registered through Intentional Wealth Strategies and Raymond James Financial Services Advisors, Inc.
- – present · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 327743
- Intentional Wealth Strategies– · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 310791
- Intentional Wealth Strategies– · 2 yearsColorado Springs, CO · Adviser representative · Firm CRD 292613
- Raymond James Financial Services Advisors, Inc– · 5 yearsColorado Springs, CO · Adviser representative · Firm CRD 149018
- Ameriprise Financial Services, Inc.– · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 6363
- Personal Capital Advisors Corporation– · under a yearDenver, CO · Adviser representative · Firm CRD 155172
- Charles Schwab & Co., Inc.– · 2 yearsDenver, CO · Adviser representative · Firm CRD 5393
- Morgan Stanley Smith Barney LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 149777
- Charles Schwab & Co., Inc.– · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Christopher Long is registered as an investment adviser representative in 2 states. Each was approved in September 2023.
- ColoradoSince 29 September 2023
- TexasSince 29 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 31 January 2018 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 19 January 2018 |
| Series 31 | Futures Managed Funds Examination | 3 June 2010 |
| Series 66 | Uniform Combined State Law Examination | 6 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2006 |
| Series 7 | General Securities Representative Examination | 5 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Daniel Long
- CRD
- 5162120
- Firm
- Intentional Wealth Strategies · CRD 327743
- Office
- 1125 KELLY JOHNSON BLVD., SUITE 111, Colorado Springs, CO 80920
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Christopher Long work?
Christopher Long is an investment adviser representative registered through Intentional Wealth Strategies since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Long a financial advisor?
Yes. Christopher Long has a current investment-adviser registration in Colorado and Texas, through Intentional Wealth Strategies since September 2023.
How many years of experience does Christopher Long have?
Christopher Long has 20 years in the financial industry, since October 2006, across 8 adviser firms.
What exams has Christopher Long passed?
Christopher Long has passed 6 licensing exams: the Series 7, Series 63, Series 66, Series 31, Series 10 and Series 9. The earliest, the Series 7, was passed in July 2006. FINRA credited Christopher Long with the SIE, which began in October 2018.
Where did Christopher Long work before Intentional Wealth Strategies?
Before Intentional Wealth Strategies, Christopher Long was registered through Intentional Wealth Strategies (CRD 292613), May 2018 to September 2020; Ameriprise Financial Services, Inc., March 2014 to October 2017; Personal Capital Advisors Corporation, March 2014 to March 2014; Charles Schwab & Co., Inc., September 2011 to February 2014; Morgan Stanley Smith Barney LLC, May 2010 to September 2011; Charles Schwab & Co., Inc., September 2007 to April 2010.
Where is Christopher Long based?
Christopher Long’s registered office is in Colorado Springs, CO.
Is Christopher Long registered with FINRA?
No. Christopher Long has no current broker registration.
How can I verify Christopher Long’s record?
Search CRD 5162120 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Long’s full registration record.