Mitchell B Roberts
Investment adviser representative at Sgl Investment Advisors, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Sgl Investment Advisors, Inc.Mar 2024 to now
- S. G. Long & CompanyNov 2023 to now
- Westpac Wealth PartnersJan 2023 to Nov 2023
- Sprinkler Maniac LLCJan 2018 to Sep 2022
- University of MontanaAug 2017 to Dec 2022
- Hoyt HomesFeb 2017 to Sep 2017
- Sentinel High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7704831
- Firm CRD
- 145167