Zachary Tyler Carvalho
Investment adviser representative at Sgl Investment Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$440.3MFirm assets
11 yearsFirm in business
Are you Zachary Tyler Carvalho? 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
12 years in the industry.
- Sg Long & CompanyNov 2014 to now
- Sgl Investment Advisors, Inc.May 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6342766
- Firm CRD
- 145167