Sgl Investment Advisors, Inc

Investment Advisor
in Missoula, MT

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About this Advisor

Thomas Young is a financial advisor working out of Missoula, Montana. Young currently works for Sgl Investment Advisors, Inc. During their career, Young has held roles at Lpl Financial, LLC, Kershner Trading Group, Messari, University Of Georgia, College Of Coastal Georgia, Melrose International, Trinity Christian School, S.G. Long & Company and Sgl Investment Advisors. Young has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Montana. Sgl Investment Advisors, Inc is a business operating out of Missoula, MT. It manages $212 million in total assets among its 632 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 632 client accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Sgl Investment Advisors, Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Sgl Investment Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

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


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


MT Average: 66
Total Number of Accounts


MT Average: 6,076
Average Account Size


MT Average: $429,399

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Thomas Young Work History

Thomas has been registered as a financial advisor for 0 years.*

2023 - Present (0 year)

S.G. Long & Company

2023 - Present (0 year)

Sgl Investment Advisors

2022 - 2022 (< 1 year)

Lpl Financial, LLC

2021 - 2021 (< 1 year)

Kershner Trading Group

2020 - 2021 (1 year)


2020 - 2020 (< 1 year)

Kershner Trading Group

2018 - 2020 (2 years)

University Of Georgia

2016 - 2018 (2 years)

College Of Coastal Georgia

2015 - 2015 (< 1 year)

Melrose International

2011 - 2015 (4 years)

Trinity Christian School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Thomas Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sgl Investment Advisors, Inc

Robbyn Richardson
Missoula, MT
Andrew Harris
Missoula, MT
Ronald Macwillie
Missoula, MT
Thomas Young
Missoula, MT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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