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Steven Richard Lewit

SGL Financial, LLC

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About Steven Richard Lewit

Steven Richard Lewit is a registered investment advisor representative with SGL Financial, LLC. Steven has over 24 years of experience in the financial services industry. Steven has held previous positions with firms such as KCD Financial, Inc., BertheL, Fisher & Company Financial Services, Inc., Royal Alliance Associates, Inc., NSA Securities Corporation, and Intersecurities, Inc.. Steven offers a variety of services including financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.

Firm Information

Steven Lewit is currently registered with SGL Financial, LLC. SGL Financial, LLC is a registered investment advisor based in BUFFALO GROVE, IL with 15 licensed agents and 16 investment advisor representatives. They manage approximately $214,042,234 in assets for 1,524 clients. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and selection of other advisors. The firm's clientele includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
SGL Financial, LLC

1130 W LAKE COOK ROAD

BUFFALO GROVE, IL 60089

$214.04M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Lewit’s Registration & Firm History

IL

06/25/2024 - Present

SGL Financial, LLC (BUFFALO GROVE IL)

IL

08/02/2006 - 03/11/2008

KCD FINANCIAL, INC. (BUFFALO GROVE IL)

IL

11/16/2005 - 08/16/2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BUFFALO GROVE IL)

AZ

03/18/2005 - 11/15/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

IL

12/12/2003 - 06/10/2004

NSA SECURITIES CORPORATION (SCHAUMBURG IL)

FL

09/03/1999 - 12/08/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 01/10/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Richard Lewit. Review regulatory record here.
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