Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
25yrs
David Long
Financial advisor at Strategic Advisers
David Long has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Denver, Colorado. After six years at Fidelity Personal and Workplace Advisors and two years at OFI Private Investments, David joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
Office101 University Blvd Suite 100, 220 And 300, Denver, CO 80206
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2004 – Dec 2005OFI Private Investments Inc.Previously
- Aug 2001 – Aug 2002Waddell & ReedPreviously
Contact David
(617) 563-7000Firm headquarters in Boston, MA. Ask for David. 101 University Blvd Suite 100, 220 And 300Denver, CO 80206Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Strategic Advisers at (617) 563-7000 and ask for David Long. David works from the Denver, CO office.
How long has David been a financial advisor?
David has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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