Sgl Financial, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

158023

SEC number

801-96223

Firm type

RIA

Assets under management

$416.0M as of Jun 4, 2026

Website

x.com/SGLFINANCIAL ↗

Phone

8474993330

Address

1130 W Lake Cook Road, Buffalo Grove, IL, 60089

Advisors at this firm

15 in our index · page 1 of 1

• Dylan Jacob CowenCRD 5782371 · West Hartford, CT
  IA Registered
• Roger Jay CowenCRD 705542 · West Hartford, CT
  IA Registered
• Dominic Daniel DemiccoCRD 7434801 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
• Robert Joel EisenbergCRD 4897643 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kaleb GandyCRD 6811469 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
• Lavonte JonesCRD 7257033 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Martin William KohlieberCRD 6946005 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
• Gabriel David LewitCRD 5845816 · Buffalo Grove, IL
  IA Registered
• Steven Richard LewitCRD 3262075 · Buffalo Grove, IL
  IA Registered
  Disclosure event(s) on record
• Melvin LubelskiCRD 5845335 · Buffalo Grove, IL
  IA RegisteredRegistration inactive
• Robert Duayne MooreCRD 2094190 · Norman, OK
  IA Registered
• David SchmitzCRD 6481533 · Rhinelandar, WI
  IA Registered
• Rahul Prakash ShirahattiCRD 7804663 · Buffalo Grove, IL
  IA Registered
• Andres Gomez TerronezCRD 4988328 · Buffalo Grove, IL
  IA Registered
• Steven James ThomasCRD 1274392 · Buffalo Grove, IL
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.