Robert Long
Westbourne Investments · Alexandria, Virginia
Robert Long is a fee-only financial advisor at Westbourne Investments in Alexandria, Virginia, who holds the CFA credential. Westbourne Investments reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Westbourne Investments |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $276.4M across 393 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 858858 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.westbourneinv.com |
How Robert's firm compares
- Westbourne Investments's average account is about $703,000, from its Form ADV (assets managed divided by 393 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Long a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Westbourne Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Westbourne Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Long based?
Robert Long is based in Alexandria, Virginia.
What credentials does Robert Long hold?
Robert Long holds the CFA credential.
Is Robert Long registered with the SEC?
Yes. Robert Long is registered as an investment adviser representative in VA (CRD 858858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westbourne Investments manage?
Westbourne Investments reports $276.4M across 393 accounts in assets under management.
How do I contact Robert Long?
Through Robert's website, www.westbourneinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.