Best Investors Account Sign in
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 2022-01-05
MT RA APPROVED 2011-01-21
  • TX RA
    APPROVED
    Since 2022-01-05
  • MT RA
    APPROVED
    Since 2011-01-21

Branch Locations

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

S.G. Long & Company

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-04
MT RA APPROVED 2018-01-17
  • TX RA
    APPROVED
    Since 2021-02-04
  • MT RA
    APPROVED
    Since 2018-01-17

Branch Locations

283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES

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

283 West Front 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
Real Estate Partnership Missoula MT 01/1984 Present
S.G. Long & Company Missoula MT 09/1995 Present
University Of Montana - Critical Language School Missoula MT 01/2018 Present
  • 01/1984 → Present
    Real Estate Partnership
    Missoula, MT
  • 09/1995 → Present
    Missoula, MT
  • 01/2018 → Present
    University Of Montana - Critical Language School
    Missoula, MT
Previous Registrations
Other Businesses

Update (4.15.21) University of Montana, Critical Language School: Not investment related - 2675 Palmer Street, Ste. G, Missoula, MT 59808 - Higher Education - Lecturer - March 2018 - 2 hours per month during market hours - Lecturer on topics of Global Economic Activities. SGL Investment Advisors - Yes, firm affiliate - 283 W. Front St., Ste. 302, Missoula, MT 59802 (same address) - Investment Advisor - Investment Advisor Representative - 9/16/2005 - approximately 3-5 hours a month during market hours - Serves as relationship manager when referring business for a % of fees.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-04
S65 Uniform Investment Adviser Law Examination 1994-09-10
  • S63 Uniform Securities Agent State Law Examination
    1995-11-04
  • S65 Uniform Investment Adviser Law Examination
    1994-09-10
Other Names
  • Bob Seidenschwarz
  • Robert Guy Issac Seidenschwarz

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Missoula, MT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor