Unclaimed Profile

Scott Gregory Long

SGL INVESTMENT ADVISORS, INC.·MISSOULA, Montana

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 87, Series 99TOClean record30 years registeredSGL 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. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SGL INVESTMENT ADVISORS, INC.

S.G. LONG & COMPANY

Jan 2018 – Apr 2023

MISSOULA, MT

SGL INVESTMENT ADVISORS, INC.

Sep 2008 – Apr 2023

MISSOULA, MT

S.G. LONG & COMPANY

Jan 1996 – Dec 2010

MISSOULA, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 87

Series 99TO

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 Scott Gregory Long offer?

Scott Gregory Long specializes in Investment Management, Fee-Only Advisory.

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, last registered with SGL INVESTMENT ADVISORS, INC..

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.

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