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Robert Seidenschwarz, portrait

Robert Seidenschwarz

Director at SGL Investment Advisors in Missoula, MT

Investment adviser and broker registrationsUpdated

Robert Seidenschwarz is Director of SGL Investment Advisors, Inc., an investment adviser managing $440M, and works from its Missoula, MT office. Robert Seidenschwarz has been registered as an investment adviser representative through SGL Investment Advisors since 21 January 2011, has 44 years in the industry across 3 firms and has passed 5 licensing exams.

44
Years in industry
15
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert Seidenschwarz has been Director of SGL Investment Advisors since November 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Robert Seidenschwarz holds a B.S. in Political Science from the University of Montana, Missoula.

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.

Robert Seidenschwarz is Founder, Financial Advisor and Board Member of SG Long Financial. He serves the firm as a Financial Advisor and Investment Advisory Representative and has been in the financial services industry since 1982.

Robert Seidenschwarz’s longest registration is the current one, 30 years at S.G. Long & Company since 1996. Before joining SGL Investment Advisors in 2011, Robert Seidenschwarz was registered through BTS Asset Management, Inc.

  1. – present · 15 years
    Missoula, MT · Adviser representative · Firm CRD 145167
  2. BTS Asset Management, Inc.
    – · 6 years
    Missoula, MT · Adviser representative · Firm CRD 105215
  3. S.G. Long & CompanyAlso current
    – present · 30 years
    Adviser representative and broker · Firm CRD 47511

Credentials and registrations

Investment adviser representative registrations

Robert Seidenschwarz is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Texas, in February 2021.

  • MontanaSince 21 January 2011
  • TexasSince 4 February 2021

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 634 November 1995
Name
Uniform Securities Agent State Law Examination
Series 6510 September 1994
Name
Uniform Investment Adviser Law Examination
Series 719 April 1986
Name
General Securities Representative Examination
Series 221 September 1984
Name
Direct Participation Programs Representative Examination
Series 66 February 1982
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Robert Guy Isaac Seidenschwarz
CRD
1011121
Firm
SGL Investment Advisors · CRD 145167
Role
Director
Office
283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
Registration
Investment adviser and broker registrations
In the industry since
March 1982
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Robert Seidenschwarz work?

Robert Seidenschwarz has been Director of SGL Investment Advisors, Inc. since November 2022.

Source: Form ADV, Schedule A, filed 25 September 2026

Is Robert Seidenschwarz a financial advisor?

Yes. Robert Seidenschwarz has a current investment-adviser registration in Montana and Texas, through SGL Investment Advisors since January 2011.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert Seidenschwarz have?

Robert Seidenschwarz has 44 years in the financial industry, since March 1982, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Robert Seidenschwarz passed?

Robert Seidenschwarz has passed 5 licensing exams: the Series 6, Series 22, Series 7, Series 65 and Series 63. The earliest, the Series 6, was passed in February 1982. FINRA credited Robert Seidenschwarz with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Robert Seidenschwarz work before SGL Investment Advisors?

Before SGL Investment Advisors, Robert Seidenschwarz was registered through BTS Asset Management, Inc., June 1996 to February 2003.

Source: IAPD individual record, checked 22 October 2026

Where is Robert Seidenschwarz based?

Robert Seidenschwarz’s registered office is in Missoula, MT.

Source: IAPD individual record, checked 22 October 2026

Is Robert Seidenschwarz registered with FINRA?

Yes. Robert Seidenschwarz has a current broker registration, under CRD 1011121.

Source: FINRA BrokerCheck

How can I verify Robert Seidenschwarz’s record?

Search CRD 1011121 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Seidenschwarz’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at SGL Investment Advisors

Sources

  1. IAPD individual record, CRD 1011121, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of SGL Investment Advisors, Inc., filed 25 September 2026. Title, control and ownership bands.
  3. SGL Investment Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.