Unclaimed Profile

Robert Guy Isaac Seidenschwarz

SGL INVESTMENT ADVISORS, INC.·MISSOULA, Montana

SIE, Series 6, Series 7, Series 22, Series 63, Series 65Clean record30 years registeredSGL INVESTMENT ADVISORS, INC.

283 W. FRONT STREET SUITE 302, MISSOULA, MT 59802-4328CRD# 1011121Firm CRD# 145167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Guy Isaac Seidenschwarz · MISSOULA, MT

Registration

CRD #1011121 · SGL INVESTMENT ADVISORS, INC. · 30 years registered

Brand Profile

Not yet started

Career History

S.G. LONG & COMPANY

Jan 2018 – present

SGL INVESTMENT ADVISORS, INC.

Jan 2011 – present

S.G. LONG & COMPANY

Sep 1999 – present

BTS ASSET MANAGEMENT, INC.

Jun 1996 – Feb 2003

MISSOULA, MT

S.G. LONG & COMPANY

Jan 1996 – Dec 2010

MISSOULA, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · January 1, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SGL INVESTMENT ADVISORS, INC.

CRD 145167 · SEC 801-80443

AUM

$351M

Regulatory assets under management

Employees

940 client accounts

Services offered by SGL INVESTMENT ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SGL INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Guy Isaac Seidenschwarz offer?

Robert Guy Isaac Seidenschwarz specializes in Investment Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.

What are Robert Guy Isaac Seidenschwarz's credentials?

Robert Guy Isaac Seidenschwarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Guy Isaac Seidenschwarz located?

Robert Guy Isaac Seidenschwarz is based in MISSOULA, Montana, working with SGL INVESTMENT ADVISORS, INC.. Their office serves clients in the MISSOULA metropolitan area and surrounding communities.

How does Robert Guy Isaac Seidenschwarz charge for services?

Robert Guy Isaac Seidenschwarz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SGL INVESTMENT ADVISORS, INC.?

SGL INVESTMENT ADVISORS, INC. has approximately 8 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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