Claim Profile
Unclaimed Profile
SL

Scott Gregory Long

SGL INVESTMENT ADVISORS, INC.·MISSOULA, Montana
Clean recordSGL INVESTMENT ADVISORS, INC.
283 W. FRONT STREET SUITE 302, MISSOULA, MT 59802-4328CRD# 1290706Firm CRD# 145167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Gregory Long · MISSOULA, MT
Registration
CRD #1290706 · SGL INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Gregory Long is a registered financial advisor based in MISSOULA, Montana, affiliated with SGL INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SGL INVESTMENT ADVISORS, INC.
SGL INVESTMENT ADVISORS, INC.
AUM
$351M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1290706
Firm CRD# 145167
View on FINRA BrokerCheck →

Looking for a financial advisor in MISSOULA?

Browse all registered financial advisors in MISSOULA, Montana or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Scott Gregory Long offer?
Scott Gregory Long specializes in Investment Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.
What are Scott Gregory Long's credentials?
Scott Gregory Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Gregory Long located?
Scott Gregory Long 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 Scott Gregory Long charge for services?
Scott Gregory Long'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →