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Robbyn Michael Richardson

Investment Adviser Representative at SGL INVESTMENT ADVISORS, INC.

Missoula, MTCRD #5080105Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MontanaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/28/2007
SIE
Securities Industry Essentials Examination
Passed 6/9/2015
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 7/26/2013
Series 7
General Securities Representative Examination
Passed 6/28/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

SGL Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SGL INVESTMENT ADVISORS, INC.Current
6/19/2019Missoula, MT
FIDELIS WEALTH ADVISORS
8/3/20186/12/2019Riverton, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robbyn Michael Richardson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robbyn Michael Richardson - Financial Advisor in Missoula, MT | AdvisorFinder