Zachary Carvalho has been an investment adviser representative at SGL Investment Advisors since April 2021, 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.
Zachary Carvalho’s longest registration is the current one, 8 years at S.G. Long & Company since 2018.
- – present · 5 yearsMissoula, MT · Adviser representative · Firm CRD 145167
- S.G. Long & CompanyAlso current– present · 8 yearsMissoula, MT · Adviser representative · Firm CRD 47511
Investment adviser representative registrations
Zachary Carvalho is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2018; the most recent is Texas, in January 2022.
- MontanaSince 16 January 2018
- TexasResidentSince 18 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 November 2014 |
| Series 7 | General Securities Representative Examination | 15 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Tyler Carvalho
- CRD
- 6342766
- 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
- September 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Carvalho work?
Zachary Carvalho is an investment adviser representative registered through SGL Investment Advisors, Inc. since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Carvalho a financial advisor?
Yes. Zachary Carvalho has a current investment-adviser registration in Montana and Texas, through SGL Investment Advisors since April 2021.
How many years of experience does Zachary Carvalho have?
Zachary Carvalho has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Zachary Carvalho passed?
Zachary Carvalho has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Zachary Carvalho with the SIE, which began in October 2018.
Where is Zachary Carvalho based?
Zachary Carvalho’s registered office is in Missoula, MT.
Is Zachary Carvalho registered with FINRA?
Yes. Zachary Carvalho has a current broker registration, under CRD 6342766.
Source: FINRA BrokerCheck
How can I verify Zachary Carvalho’s record?
Search CRD 6342766 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Carvalho’s full registration record.
