Joshua Eder has been an investment adviser representative at SGL Investment Advisors since January 2011, and is not listed among the firm’s executive officers or direct owners.
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Joshua Eder’s longest registration is the current one, 15 years at SGL Investment Advisors since 2011. Before joining SGL Investment Advisors in 2011, Joshua Eder was registered through S.G. Long & Company.
- S.G. Long & CompanyAlso current– present · 8 yearsMissoula, MT · Adviser representative · Firm CRD 47511
- – present · 15 yearsMissoula, MT · Adviser representative · Firm CRD 145167
- S.G. Long & Company– · 1 yearMissoula, MT · Adviser representative · Firm CRD 47511
Investment adviser representative registrations
Joshua Eder is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Texas, in January 2021.
- MontanaSince 21 January 2011
- TexasSince 4 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 14 August 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 53 | Municipal Securities Principal Examination | 15 June 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 March 2006 |
| Series 7 | General Securities Representative Examination | 24 March 2006 |
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Municipal Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Daniel Eder
- CRD
- 5104561
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Eder work?
Joshua Eder is an investment adviser representative registered through SGL Investment Advisors, Inc. since January 2011, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Eder a financial advisor?
Yes. Joshua Eder has a current investment-adviser registration in Montana and Texas, through SGL Investment Advisors since January 2011.
How many years of experience does Joshua Eder have?
Joshua Eder has 20 years in the financial industry, since March 2006, across 2 adviser firms.
What exams has Joshua Eder passed?
Joshua Eder has passed 6 licensing exams: the Series 63, Series 7, Series 65, Series 53, Series 52TO and Series 24. The earliest, the Series 63, was passed in March 2006. FINRA credited Joshua Eder with the SIE, which began in October 2018.
Where did Joshua Eder work before SGL Investment Advisors?
Before SGL Investment Advisors, Joshua Eder was registered through S.G. Long & Company, February 2009 to December 2010.
Where is Joshua Eder based?
Joshua Eder’s registered office is in Missoula, MT.
Is Joshua Eder registered with FINRA?
Yes. Joshua Eder has a current broker registration, under CRD 5104561.
Source: FINRA BrokerCheck
How can I verify Joshua Eder’s record?
Search CRD 5104561 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Eder’s full registration record.
