A complete list of active advisors currently associated with SG Securities, LLC
Warmer can help you find a great advisor at SG Securities, LLC or one who fits your needs even better.
SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, offering written plans or verbal consultations and hourly consulting as needed. The firm also conducts public educational seminars and workshops that the brochure describes as informational and offered at no charge. Investment strategies are tailored to each client’s objectives and risk tolerance and may use fundamental, technical, and cyclical analysis across long‑term, short‑term, and trading approaches. Accounts are reviewed at least quarterly and the firm communicates periodic net‑worth statements, risk analyses, and recommended actions as part of ongoing monitoring. The firm operates with a small, two‑advisor team overseeing roughly $34 million in assets under management and a stated $500,000 account minimum, which the brochure presents as supporting personalized service. The brochure discloses that supervised persons are licensed insurance agents who may offer insurance products and receive commissions — a potential conflict the firm says it will disclose and mitigate — a detail highlighted alongside a separate statement in the brochure that the firm does not sell commissioned products.
To learn more about the advisors currently working at SG Securities, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Flemington, NJ
| 6
| |
Flemington, NJ
| 20
|
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