Joshua Daniel Eder
Investment adviser representative at Sgl Investment Advisors, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$440.3MFirm assets
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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
18 years in the industry.
- Sgl Investment Advisors, Inc.Jan 2011 to now
- S.G. Long & CompanyNov 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 5104561
- Firm CRD
- 145167