Scott Long has been an investment adviser representative at Ideal Retirement Solutions since April 2025, and is not listed among the firm’s executive officers or direct owners.
Ideal Retirement Solutions, LLC is a Port Charlotte, FL firm with $124M under management, 311 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Scott Long is Financial Advisor of Ideal Retirement Solutions. Previously, he was a small business owner within the community for 14 years before starting his career in finance.
- Ideal Retirement SolutionsCurrent– present · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 333393
Investment adviser representative registrations
Scott Long is registered as an investment adviser representative in Florida, since April 2025.
- FloridaSince 25 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 5 April 2022 |
| SIE | Securities Industry Essentials Examination | 11 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Scott John Long
- CRD
- 7517224
- Firm
- Ideal Retirement Solutions · CRD 333393
- Office
- 17896 TOLEDO BLADE BLVD, Port Charlotte, FL 33948
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idealretirementsolutions.com
Where does Scott Long work?
Scott Long is an investment adviser representative registered through Ideal Retirement Solutions, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Scott Long a financial advisor?
Yes. Scott Long has a current investment-adviser registration in Florida, through Ideal Retirement Solutions since April 2025.
How many years of experience does Scott Long have?
Scott Long has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Scott Long passed?
Scott Long has passed 3 licensing exams: the SIE, Series 6TO and Series 65. The earliest, the SIE, was passed in October 2021.
Where is Scott Long based?
Scott Long’s registered office is in Port Charlotte, FL.
Is Scott Long registered with FINRA?
No. Scott Long has no current broker registration.
How can I verify Scott Long’s record?
Search CRD 7517224 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Long’s full registration record.