Susan Elaine Williams
Investment adviser representative at Sgl Investment Advisors, Inc.
31 yearsExperience
2 statesRegistered in
$440.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Sgl Investment Advisors, Inc.Sep 2008 to now
- S.G. Long & CompanySep 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Sgl Investment Advisors, Inc.
$440.3MAssets managed
883Clients
15Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290587
- Firm CRD
- 145167