NL
Natalie A. Larson
S.G. LONG & COMPANY
Missoula, MT 59802-4328
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CRD#: 7771960
NL
Professional summary
Natalie Anne Larson is a registered financial professional currently at S.G. LONG & COMPANY located in Missoula, Montana.
Natalie is registered as a RR (Registered Representative) and started their career in finance in 2025. Natalie has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Natalie Anne Larson'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®
NoneExperience
Current
November 25, 2025 - Present
S.G. LONG & COMPANY
Office #1: 283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328RIA
BD
CRD#: 47511
Missoula, MT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SL
S.G. LONG & COMPANY
S.G. LONG & COMPANY | SG LONG & COMPANY
CRD#: 47511 / SEC#: , 8-51816
Idaho
Registered Investment Advisory firm - SEC (1/8/2021 Approved)Montana
Registered Investment Advisory firm - SEC (10/27/2017 Approved)Texas
Registered Investment Advisory firm - SEC (12/21/2020 Approved)Washington
Registered Investment Advisory firm - SEC (1/23/2023 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
283 West Front Suite 302 Suite 302, Missoula, MT 59802
Mailing Address
283 West Front Suite 302, Missoula, MT 59802-4328
Phone number
(406) 721-0999
Established
Montana since 09/19/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
15
FINRA licenses (37 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SG LONG FINANCIAL SERVICES CORPORATION | HOLDING COMPANY | |
| SEIDENSCHWARZ, ROBERT GUY ISAAC | DIRECTOR | 1011121 |
| COOPER, DIRK NATHAN | DIRECTOR | |
| COSTA, BRUCE ANTHONY | DIRECTOR | 6348002 |
| FELIX, DARLA MARIE | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | 5874509 |
| KLEESE, MICHAEL F | DIRECTOR | |
| VINSO, JOSEPH DAVID | DIRECTOR | |
| WILLIAMS, SUSAN ELAINE | PRESIDENT/CEO | 2290587 |
Regulatory assets under management
| Total Number of Accounts | 196 |
| AUM (Assets Under Management) | $ 35,331,635 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
S.G. LONG & COMPANY
CRD#: 47511Missoula, MT 59802-4328TRUST BUT VERIFY
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