Chairman of the Board · SGL Investment Advisors, Inc.
Scott G. Long
CRD 1290706 · Named on Form ADV at one SEC-registered adviser
At a glance
SGL Investment Advisors, Inc., an SEC-registered broker-dealer firm based in Missoula, MT with $440 million in regulatory assets, lists Scott G. Long on its Form ADV as Chairman of the Board, a control person.
Firms and roles
- SGL Investment Advisors, Inc.Chairman of the BoardBroker-dealer firm · Missoula, MT · $440M in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Susan E. WilliamsPresident, SGL Investment Advisors, Inc.
- Joseph D. VinsoDirector, SGL Investment Advisors, Inc.
- Michael F KleeseDirector, SGL Investment Advisors, Inc.
- Bruce A. CostaDirector, SGL Investment Advisors, Inc.
- Darla M. FelixChief Financial Officer/ Chief Compliance Officer/secretary, SGL Investment Advisors, Inc.
1 more person named with Scott on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.