Unclaimed Profile

Susan Elaine Williams

SGL INVESTMENT ADVISORS, INC.·MISSOULA, Montana

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record30 years registeredSGL INVESTMENT ADVISORS, INC.

283 W. FRONT STREET SUITE 302, MISSOULA, MT 59802-4328CRD# 2290587Firm CRD# 145167

Profile Verification

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

Identity

Susan Elaine Williams · MISSOULA, MT

Registration

CRD #2290587 · 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.

Sep 2008 – present

S.G. LONG & COMPANY

Sep 1999 – present

S.G. LONG & COMPANY

Jan 1996 – Dec 2010

MISSOULA, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

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 Susan Elaine Williams offer?

Susan Elaine Williams specializes in Investment Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.

What are Susan Elaine Williams's credentials?

Susan Elaine Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Elaine Williams located?

Susan Elaine Williams 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 Susan Elaine Williams charge for services?

Susan Elaine Williams'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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