Robert Seidenschwarz is a registered investment advisor at S.G. Long & Company, based in Missoula, MT, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 159 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.G. Long & Company offers investment management through programs offered by RBC Capital Markets. The annual fee is a percentage of the assets managed and is set by the financial representative, falling between 1% and 1.5%. This fee covers trading and portfolio management. Fees are negotiable and can vary based on the size of the account, trading frequency, service needs, and other account-related factors. Minimum investments start at $10,000 and are subject to the portfolio type selected.
Location
283 West Front Suite 302, Suite 302, Missoula, MT, 59802-4328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a lecturer at the University of Montana's Critical Language School, teaching global economic activities for minimal time per month. He also serves as an Investment Advisor Representative for SGL Investment Advisors, spending a few hours per week as a relationship manager and receiving a percentage of fees for referrals.
Employment History
Current Registrations
S.G. Long & Company
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
S.G. Long & Company
Previous Registrations
Raymond James Financial Services, INC.Broker
Bts Asset Management, INC.
S.G. Long & Company
Robert Thomas Securities, INCBroker
Walnut Street Securities, INC.Broker
Spelman & CO., INC.Broker
Integrated Resources Equity CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.