Joshua D. Eder
SGL INVESTMENT ADVISORS
Missoula, MT 59802-4328
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CRD#: 5104561
Professional summary
Joshua Daniel Eder, CFP® is a registered financial advisor currently at SGL INVESTMENT ADVISORS, INC. located in Missoula, Montana and S.G. LONG & COMPANY located in Missoula, Montana.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Joshua has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
SGL Investment Advisors (Affiliate) Shared Address - 283 W Front St., Ste. 302, Missoula, MT 59802 Yes, Investment related - Investment Advisor Approximately 20 hours per month devoted to SGLIA business during market hours Refers clients to SGLIA for a % of fees. Missoula Downtown Association and Downtown Missoula Partnership; not investment related; 218 E Main St. C, Missoula, MT 59802; Provide services and support to City of Missoula; Member of Board of Directors; start date 1/1/2020; 2 hours per month; 0 hours during trading hours; provide insight and direction to non-profit entity JoshMTKicks- 327 Easy Street, Missoula, MT 59802- not investment related- buy and sell shoes- owner- start date 8-30-2024- less than 1 hour per week- not during trading hours- buy and sell shoes for profit and hobby
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Daniel Eder's 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®
CFP®
Start date: 2018
Experience
Current
January 21, 2011 - Present
SGL INVESTMENT ADVISORS, INC.
Office #1: 283 W. Front Street Suite 302, Missoula, MT 59802-4328RIA
CRD#: 145167
Missoula, MT
Current
November 6, 2017 - Present
S.G. LONG & COMPANY
Office #1: 283 W Front Street Suite 302, Missoula, MT 59802RIA
BD
CRD#: 47511
Missoula, MT
Current
November 12, 2008 - Present
S.G. LONG & COMPANY
Office #1: 283 W Front Street Suite 302, Missoula, MT 59802RIA
BD
CRD#: 47511
Missoula, MT
Past
February 9, 2009 - December 31, 2010
S.G. LONG & COMPANY
RIA
CRD#: 47511
MISSOULA, MT
Past
March 27, 2006 - December 31, 2008
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
BD
CRD#: 7404
MISSOULA, MT
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".
SI
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)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.RR
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
RR
Arizona(1/30/2013)
RR
California(11/12/2008)
RR
Colorado(11/9/2010)
RR
Florida(5/3/2024)
RR
Idaho(11/12/2008)
RR
Iowa(3/28/2019)
RR
Minnesota(6/14/2023)
RR
Missouri(8/30/2023)
RR
Montana(11/12/2008)
IAR
Montana(1/21/2011)
RR
Nevada(3/20/2024)
RR
New York(9/13/2022)
RR
North Dakota(2/24/2015)
RR
Oklahoma(1/24/2019)
RR
Oregon(11/12/2008)
RR
Tennessee(8/2/2022)
RR
Texas(1/9/2020)
IAR
Texas(1/4/2021)
RR
Utah(11/12/2008)
RR
Washington(11/12/2008)
RR
Wyoming(11/12/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SI
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)Upgrade to AdvisorCheck Premium
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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
7
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,236 |
| AUM (Assets Under Management) | $ 391,569,109 |
Red Flags
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