Kelly
Mwila

S.G. Long & Company

CRD#6802145
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Kelly Mwila is an investment advisor who lives in Missoula, Montana. Currently an advisor with S.G. Long & Company, they have accumulated 15 years of work experience. Mwila holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mwila is able to advise investors based out of Montana. During their career, Mwila has held roles at Deutsche Bank Securities, Sg Long & Company and Alaska To Africa Travel. S.G. Long & Company is headquartered in Missoula, Montana. As a company, S.G. Long & Company retains 11 staff members. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. S.G. Long & Company can offer financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

283 West Front Suite 302 Suite 302
Missoula, MT 59802-4328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

S.G. Long & Company Brokerage Details

Total Number of Employees

11

MT Average: 66

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kelly Mwila Work History

Kelly has 15 years of experience.

2017 - Present (4 years)

Sg Long & Company

2013 - 2020 (7 years)

Alaska To Africa Travel

2005 - 2017 (12 years)

Deutsche Bank Securities

Disclosures

Kelly Mwila has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at S.G. Long & Company

Darla Felix
Missoula, MT
Kelly Long
Missoula, MT
Kenneth Freseman
Missoula, MT
Donald Gaumer
Missoula, MT
Joshua Denney
Missoula, MT
Joshua Eder
Missoula, MT
Tessa Greene
Missoula, MT
Kelly Mwila
Missoula, MT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started