Robert G. Seidenschwarz

SGL INVESTMENT ADVISORS

Missoula, MT 59802-4328

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CRD#: 1011121

Professional summary

Robert Guy Isaac Seidenschwarz, who also goes by Bob Seidenschwarz, Robert Guy Issac Seidenschwarz, is a registered financial advisor currently at SGL INVESTMENT ADVISORS, INC. located in Missoula, Montana and S.G. LONG & COMPANY located in Missoula, Montana.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Robert has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Seidenschwarz | Robert Guy Issac Seidenschwarz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Update (4.15.21) University of Montana, Critical Language School: Not investment related - 2675 Palmer Street, Ste. G, Missoula, MT 59808 - Higher Education - Lecturer - March 2018 - 2 hours per month during market hours - Lecturer on topics of Global Economic Activities. SGL Investment Advisors - Yes, firm affiliate - 283 W. Front St., Ste. 302, Missoula, MT 59802 (same address) - Investment Advisor - Investment Advisor Representative - 9/16/2005 - approximately 3-5 hours a month during market hours - Serves as relationship manager when referring business for a % of fees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Guy Isaac Seidenschwarz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 2011 - Present

SGL INVESTMENT ADVISORS, INC.

Office #1: 283 W. Front Street Suite 302, Missoula, MT 59802-4328

RIA

CRD#: 145167

Missoula, MT

Current

January 17, 2018 - Present

S.G. LONG & COMPANY

Office #1: 283 West Front Suite 302, Missoula, MT 59802-4328Office #2: 283 W Front Street Suite 302, Missoula, MT 59802Office #3: 283 W. Front Street Suite 302, Missoula, MT 59802

RIA

CRD#: 47511

MISSOULA, MT

Current

September 28, 1999 - Present

S.G. LONG & COMPANY

Office #1: 283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328Office #2: 283 W Front Street Suite 302, Missoula, MT 59802

RIA

CRD#: 47511

Missoula, MT

Past

January 4, 1999 - November 10, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

June 13, 1996 - February 25, 2003

BTS ASSET MANAGEMENT, INC.

RIA

CRD#: 105215

MISSOULA, MT

Past

January 1, 1996 - December 31, 2010

S.G. LONG & COMPANY

RIA

CRD#: 47511

MISSOULA, MT

Past

June 5, 1992 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

August 27, 1990 - June 5, 1992

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

June 29, 1989 - August 27, 1990

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

Past

February 24, 1987 - July 7, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 20, 1982 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

July 20, 1982 - March 17, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

July 20, 1982 - March 28, 1987

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

March 25, 1982 - July 29, 1982

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SGL INVESTMENT ADVISORS, INC.

SGL INVESTMENT ADVISORS, INC. | SGL INVESTMENT ADVISORY, INC.

CRD#: 145167 / SEC#: 801-80443

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

Montana

Registered Investment Advisory firm - (7/10/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/3/2003)

California
(12/22/2023)

Colorado
(1/4/2019)

District of Columbia
(3/4/2025)

Florida
(1/7/2003)

Georgia
(8/18/2022)

Illinois
(4/21/2020)

Louisiana
(11/5/2007)

Maine
(12/22/2023)

Maryland
(3/22/2024)

Minnesota
(12/22/2023)

Montana
(9/30/1999)

IAR

Montana
(1/21/2011)

New York
(11/26/1999)

Pennsylvania
(1/9/2020)

South Carolina
(7/16/2020)

IAR

Texas
(2/4/2021)

Texas
(8/16/2023)

Utah
(10/25/2023)

Washington
(10/5/1999)

Wyoming
(4/9/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/4/1995

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/10/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/1/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 2/6/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SGL INVESTMENT ADVISORS, INC.

SGL INVESTMENT ADVISORS, INC. | SGL INVESTMENT ADVISORY, INC.

CRD#: 145167 / SEC#: 801-80443

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

Montana

Registered Investment Advisory firm - (7/10/2015 Terminated)

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Contact information

Main Address

283 W. Front Street Suite 302, Missoula, MT 59802-4328

Mailing Address

Phone number

(406) 721-0999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SGL INVESTMENT ADVISORS, INC. BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 391,569,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Robert G. Seidenschwarz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Guy Isaac Seidenschwarz's CRS (Customer Relationship Summary).

Certified licenses

Experience

S.G. LONG & COMPANY

S.G. LONG & COMPANY

RAYMOND JAMES FINANCIAL SERVICES, INC.

BTS ASSET MANAGEMENT, INC.

S.G. LONG & COMPANY

ROBERT THOMAS SECURITIES, INC

WALNUT STREET SECURITIES, INC.

SPELMAN & CO., INC.

INTEGRATED RESOURCES EQUITY CORPORATION

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

Primary Firm SEC Registration

SGL INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/4/1995

Series 65

Date: 9/10/1994

SIE

Date: 10/1/2018

Series 7

Date: 4/19/1986

Series 22

Date: 9/1/1984

Series 6

Date: 2/6/1982

FINRA

Current Firm

SGL INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SGL INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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