Advisor at SG Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SG Securities, LLC
Location
Princeton, NJ 08540
Credentials
Series 63
Industry experience
20 years
Robert Szigeti is a financial advisor at SG Securities, LLC in Princeton, NJ, holding a Series 63 designation with 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. In addition to his advisory role, he spends a significant portion of his time as a licensed insurance agent involved in insurance product sales and services. SG Securities, LLC is a fee-based advisory firm serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers customized investment programs using a variety of analytical approaches and provides educational seminars and workshops at no charge.
Based on SG Securities, LLC
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.125% annually $2,000,001+: 1.00% annually
$200 per hour for financial planning and consulting, not to exceed $1,600 total
Account minimum: $500,000 minimum (may be lowered or waived in certain instances)
116 Village Boulevard, Suite 200
Princeton, NJ 08540
New Jersey
SG Wealth Management, LLC
2015 - Present (11 years)
SG Planning, LLC
2015 - Present (11 years)
SG Securities, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")