Robert Harold Sowder
Investment adviser representative at Clg LLC
24 yearsExperience
1 stateRegistered in
$1.1BFirm assets
10 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Purshe Kaplan Sterling InvestmentJan 2024 to now
- Clg LLCSep 2023 to now
- Clg, LLC d/b/a Moran, Heising and McelraveySep 2023 to now
- R.H. Sowder EnterprisesJun 2015 to now
- Cetera Investment Advisers LLCJun 2023 to Dec 2023
- Cetera Advisor Networks LLCDec 2017 to Dec 2023
- H&r BlockOct 2010 to Aug 2018
- LPL Financial LLCAug 2002 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Clg LLC
$1.1BAssets managed
1,448Clients
23Advisers
10 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
- 2762763
- Firm CRD
- 282605