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Robbyn Michael Richardson

Sgl Investment Advisors, Inc.

Missoula, MT

CRD 5080105

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Employer firm

Sgl Investment Advisors, Inc. CRD 145167

$392M regulatory AUM 734 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sgl Investment Advisors, Inc.

283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-01
MT RA APPROVED 2019-06-19
  • TX RA
    APPROVED
    Since 2022-02-01
  • MT RA
    APPROVED
    Since 2019-06-19

Branch Locations

283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Castle Rock CO 08/2016 12/2016
Intermountain Healthcare Salt Lake City UT 01/2017 02/2018
1812 Advisors Llc Riverton UT 02/2018 05/2019
Fidelis Wealth Advisors Castle Rock CO 05/2018 05/2019
Sgl Investment Advisors Missoula MT 06/2019 Present
  • 08/2016 → 12/2016
    Unemployed
    Castle Rock, CO
  • 01/2017 → 02/2018
    Intermountain Healthcare
    Salt Lake City, UT
  • 02/2018 → 05/2019
    1812 Advisors Llc
    Riverton, UT
  • 05/2018 → 05/2019
    Fidelis Wealth Advisors
    Castle Rock, CO
  • 06/2019 → Present
    Sgl Investment Advisors
    Missoula, MT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-03-28
  • S63 Uniform Securities Agent State Law Examination
    2007-03-28
Designations
  • Chartered Financial Analyst
Other Names
  • Rob Richardson

View on SEC IAPD

Nearby Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

Holli Wayne Bellaire
DONNA ROSEANN EVISON
JEFFERY WILLIAM EVISON

Nearby Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT

More in Missoula, MT

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