Zachary
Carvalho

S.G. Long & Company

CRD#6342766
Investment Advisor
in Missoula, MT

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About this Advisor

Zachary Carvalho is a financial advisor who works in Missoula, Montana, with 18 years of financial industry experience. Carvalho works at S.G. Long & Company. Their career trajectory has included roles at Sg Long & Company, U Of M, Summit Proprty Management, Super One Foods and Kalispell Schools. Carvalho maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Montana. S.G. Long & Company is a registered investment business that has its headquarters in Missoula, Montana. The investment advisory business has a total of 11 financial advisors. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which services are offered. Fees charged by S.G. Long & Company typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

18 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

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S.G. Long & Company Brokerage Details

Total Number of Employees

11

MT Average: 66

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Investment Advisory Services

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

Zachary Carvalho Work History

Zachary has 18 years of experience.

2013 - Present (8 years)

Sg Long & Company

2012 - 2013 (1 year)

U Of M

2012 - 2012 (< 1 year)

Summit Proprty Management

2011 - 2012 (1 year)

U Of M

2009 - 2011 (2 years)

Super One Foods

2002 - 2011 (9 years)

Kalispell Schools

Disclosures

Zachary Carvalho has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at S.G. Long & Company

Darla Felix
Missoula, MT
Kenneth Freseman
Missoula, MT
Donald Gaumer
Missoula, MT
Kelly Long
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.

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