SG Securities, LLC

Overview

SG Securities, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm combines fee-based portfolio management with financial planning and also provides educational workshops. It maintains an insurance brokerage capability and distributes insurance products, including annuities, as part of its client solutions. Compensation is primarily asset-based, supplemented by hourly charges for certain planning work. SG Securities is not positioned as a multi-state or pension consultant adviser and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives