Front Street Capital Management
44yrs
Top advisor by experience in Missoula
3yrs
Based in Missoula, Montana, Mitchell Roberts is a fiduciary financial advisor with 3 years of industry experience. Mitchell has been with S.G. Long & Company since 2024. S.G. Long & Company offers financial planning and investment management and is paid through a percentage of assets.
One of 157 advisors with offices in Missoula, and one of 149 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office283 West Front Suite 302 Suite 302, Missoula, MT 59802
How the firm is paid ?Percent of assets
Typical client at the firm ?$213,805
Advisors at the firm15
States licensed ?1 state
Services through S.G. Long & Company
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowS.G. Long & CompanyCurrent firm
- 2024 – now
Contact Mitchell
(406) 721-0999S.G. Long & Company main office 283 West Front Suite 302 Suite 302Missoula, MT 59802Office · Get directions Facebook pageS.G. Long & Company
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call S.G. Long & Company at (406) 721-0999 and ask for Mitchell Roberts. Mitchell works from the Missoula, MT office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
S.G. Long & Company reports being paid by a percentage of the assets they manage. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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