Robbyn
Richardson

Sgl Investment Advisors, Inc

CRD#5080105
Investment Advisor
in Missoula, MT

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About this Advisor

Robbyn Richardson is an investment advisor who works in Missoula, Montana. Currently an investment advisor at Sgl Investment Advisors, Inc, Richardson has 11 years of professional experience. Richardson maintains a Series 63 license, qualifying the advisor as a securities representative. Richardson is registered to operate based out of Montana. Their career trajectory has included roles at Stifel Nicolaus, Lockheed Martin, The Broe Group, Intermountain Healthcare, 1812 Advisors LLC and Fidelis Wealth Advisors. Sgl Investment Advisors, Inc is headquartered in Missoula, Montana. In aggregate, Sgl Investment Advisors, Inc oversees $146 million in assets throughout 231 client accounts and employs five staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Sgl Investment Advisors, Inc can provide portfolio management for individuals and small businesses. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

283 W. Front Street Suite 302
Missoula, MT 59802-4328

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Sgl Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$146,254,506

MT Average: $2,609,029,241
Total Number of Employees

5

MT Average: 66
Total Number of Accounts

231

MT Average: 6,076
Average Account Size

$633,136

MT Average: $429,399

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Robbyn Richardson Work History

Robbyn has 11 years of experience.

2018 - 2019 (1 year)

1812 Advisors LLC

2018 - 2019 (1 year)

Fidelis Wealth Advisors

2017 - 2018 (1 year)

Intermountain Healthcare

2015 - 2016 (1 year)

The Broe Group

2013 - 2015 (2 years)

Stifel Nicolaus

2009 - 2013 (4 years)

Lockheed Martin

Disclosures

Robbyn Richardson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sgl Investment Advisors, Inc

Robbyn Richardson
Missoula, MT

This content was compiled from the SEC and FINRA.

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