Robbyn Michael Richardson
Investment adviser representative at Sgl Investment Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$440.3MFirm assets
Are you Robbyn Michael Richardson? Claim your profile
Contact this firm
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
10 years in the industry.
- Sgl Investment Advisors, Inc.Jun 2019 to now
- Fidelis Wealth AdvisorsMay 2018 to May 2019
- 1812 Advisors LLCFeb 2018 to May 2019
- Intermountain HealthcareJan 2017 to Feb 2018
- UnemployedAug 2016 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
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
- 5080105
- Firm CRD
- 145167