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Robert S

Series 66

Flemington, NJ

SG Securities, LLC

Robert Szigeti III is a financial advisor at SG Securities, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for four years. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. SG Securities, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, tailoring investment strategies to client objectives and risk tolerance. The firm operates with a two-advisor team and offers educational seminars and ongoing account monitoring.

Income planning Roth conversion strategy General tax planning
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Robert S

Series 63

Flemington, NJ

SG Securities, LLC

Robert Szigeti Jr. is a financial advisor with SG Securities, LLC in Flemington, NJ, holding a Series 63 license and having 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. Outside of his advisory role, he is also involved in insurance products sales and services as an insurance agent. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Income planning Roth conversion strategy General tax planning
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