Robbyn Richardson has been an investment adviser representative at SGL Investment Advisors since June 2019, and is not listed among the firm’s executive officers or direct owners. Robbyn Richardson holds a B.S. in Management from Brigham Young University and a Master of Business Administration from the University of Denver.
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.
Rob Richardson is Chief Investment Officer, Director of Research and Portfolio Manager of SG Long Financial. His background includes consulting for small businesses, hedge fund coverage for Intermountain Healthcare's pension and corporate investment portfolios, research analyst work at The Broe Group, and equity research associate work at Stifel Financial.
Robbyn Richardson’s longest registration is the current one, 7 years at SGL Investment Advisors since 2019. Before joining SGL Investment Advisors in 2019, Robbyn Richardson was registered through Fidelis Wealth Advisors.
- – present · 7 yearsMissoula, MT · Adviser representative · Firm CRD 145167
- Fidelis Wealth Advisors– · under a yearRiverton, UT · Adviser representative · Firm CRD 292551
Professional designations
Listed by SGL Investment Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Robbyn Richardson is registered as an investment adviser representative in 2 states. The first approvals date from June 2019; the most recent is Texas, in February 2022.
- MontanaSince 19 June 2019
- TexasSince 1 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 26 July 2013 |
| Series 7 | General Securities Representative Examination | 28 June 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robbyn Michael Richardson
- CRD
- 5080105
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sglongfinancial.com
Where does Robbyn Richardson work?
Robbyn Richardson is an investment adviser representative registered through SGL Investment Advisors, Inc. since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Robbyn Richardson a financial advisor?
Yes. Robbyn Richardson has a current investment-adviser registration in Montana and Texas, through SGL Investment Advisors since June 2019.
How many years of experience does Robbyn Richardson have?
Robbyn Richardson has 8 years in the financial industry, since August 2018, across 2 adviser firms.
What exams has Robbyn Richardson passed?
Robbyn Richardson has passed 3 licensing exams: the Series 63, Series 7 and Series 87. The earliest, the Series 63, was passed in March 2007. FINRA credited Robbyn Richardson with the SIE, which began in October 2018.
Where did Robbyn Richardson work before SGL Investment Advisors?
Before SGL Investment Advisors, Robbyn Richardson was registered through Fidelis Wealth Advisors, August 2018 to June 2019.
Where is Robbyn Richardson based?
Robbyn Richardson’s registered office is in Missoula, MT.
Is Robbyn Richardson registered with FINRA?
No. Robbyn Richardson has no current broker registration.
Is Robbyn Richardson a CFA charterholder?
SGL Investment Advisors lists Robbyn Richardson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Robbyn Richardson’s record?
Search CRD 5080105 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robbyn Richardson’s full registration record.
