Mitchell Roberts has been an investment adviser representative at SGL Investment Advisors since March 2024, 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.
Mitchell Roberts’ longest registration is the current one, 2 years at S.G. Long & Company since 2024.
- S.G. Long & CompanyAlso current– present · 2 yearsMissoula, MT · Adviser representative · Firm CRD 47511
- – present · 2 yearsMissoula, MT · Adviser representative · Firm CRD 145167
Investment adviser representative registrations
Mitchell Roberts is registered as an investment adviser representative in 3 states. The first approvals date from March 2024; the most recent is Texas, in February 2025.
- IdahoSince 26 November 2024
- MontanaSince 5 March 2024
- TexasSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 March 2024 |
| Series 7TO | General Securities Representative Examination | 17 January 2024 |
| SIE | Securities Industry Essentials Examination | 5 October 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Mitchell B Roberts
- CRD
- 7704831
- 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
- January 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mitchell Roberts work?
Mitchell Roberts is an investment adviser representative registered through SGL Investment Advisors, Inc. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Roberts a financial advisor?
Yes. Mitchell Roberts has a current investment-adviser registration in Idaho, Montana and Texas, through SGL Investment Advisors since March 2024.
How many years of experience does Mitchell Roberts have?
Mitchell Roberts has 2 years in the financial industry, since January 2024, across 2 adviser firms.
What exams has Mitchell Roberts passed?
Mitchell Roberts has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2023.
Where is Mitchell Roberts based?
Mitchell Roberts’ registered office is in Missoula, MT.
Is Mitchell Roberts registered with FINRA?
Yes. Mitchell Roberts has a current broker registration, under CRD 7704831.
Source: FINRA BrokerCheck
How can I verify Mitchell Roberts’ record?
Search CRD 7704831 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mitchell Roberts’ full registration record.
