Steven Lewit (CRD# 3262075) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcd Financial, Inc. | Buffalo Grove, IL | Aug 2006 - Current | 17 |
| Tarkenton Financial LLC | Buffalo Grove, IL | Jan 2003 - Current | 21 |
| Endorsed Diversified Services Dba | Buffalo Grove, IL | Sep 1999 - Current | 24 |
| Life Investors | Buffalo Grove, IL | Jun 1999 - Current | 24 |
| Wealth Financial Group | Buffalo Grove, IL | Jan 1996 - Current | 28 |
| Uga Association Field Services | Buffalo Grove, IL | Jun 1992 - Current | 31 |
| Steve Lewit-self Employed Insurance | Riverwoods, IL | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management214MILLIONS
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Total Number of Accounts1,524ACCOUNTS
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Average Account Value$140,448
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI
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