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 66
Industry experience
5 years
Robert Szigeti is a financial advisor with SG Securities, LLC in Princeton, NJ, holding a Series 66 designation and five years of industry experience. He has worked at Merrill Lynch since 2019 and has prior experience with Forrest Staffing Solutions, PCS Research Services, New World Pizza, SG Wealth Management, and Syracuse University. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. 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 tailored investment programs using fundamental, technical, and cyclical analysis, providing both discretionary and non-discretionary management along with periodic account reviews and financial plans.
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
Merrill
2019 - Present (7 years)
Forrest Staffing Solutions
2019 - 2019 (1 year)
PCS Research Services
2018 - 2019 (1 year)
New World Pizza
2018 - 2018 (1 year)
SG Wealth Management, LLC
2016 - 2017 (1 year)
Syracuse University
2014 - 2018 (4 years)
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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
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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
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Series 63, Series 65
Princeton, NJ
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