Unclaimed Profile

Tessa Noelle Greene

SGL INVESTMENT ADVISORS, INC.·MISSOULA, Montana

SIE, Series 7TO, Series 24, Series 66Clean record6 years registeredSGL INVESTMENT ADVISORS, INC.

283 W. FRONT STREET SUITE 302, MISSOULA, MT 59802-4328CRD# 6444039Firm CRD# 145167

Profile Verification

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

Identity

Tessa Noelle Greene · MISSOULA, MT

Registration

CRD #6444039 · SGL INVESTMENT ADVISORS, INC. · 6 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

Feb 2020 – Feb 2023

MISSOULA, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 66

Registration record

First registered · February 3, 2020

Years registered · 6

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

Speak with Tessa

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

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

Looking for a financial advisor in MISSOULA?

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

Browse MISSOULA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tessa Noelle Greene offer?

Tessa Noelle Greene specializes in Investment Management, Fee-Only Advisory.

What are Tessa Noelle Greene's credentials?

Tessa Noelle Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tessa Noelle Greene located?

Tessa Noelle Greene is based in MISSOULA, Montana, last registered with SGL INVESTMENT ADVISORS, INC..

How does Tessa Noelle Greene charge for services?

Tessa Noelle Greene'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 →