Stuart Loren (CRD# 4554586) is an Investment Advisor Representative working at Fort Sheridan Advisors LLC in Highland Park, IL and has over 8 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 |
|---|---|---|---|
| Fort Sheridan Advisors LLC | Highland Park, IL | May 2018 - Current | 5 |
| Western International Securities, Inc. | Pasadena, CA | Jan 2016 - Aug 2023 | 7 |
| Karmin Capital Management | Highland Park, IL | Jul 2015 - May 2018 | 2 |
| Self-employed Investor | Boston, MA | Jul 2014 - Jun 2015 | < 1 |
| Goodwin Procter LLP | Boston, MA | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- IL
-
Total Assets Under Management648MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$2,817,118
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, FL, IL, NY, TX
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