Melvin
Lubelski
Sgl Financial, LLC
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About this Advisor
Melvin Lubelski is a financial advisor working in Buffalo Grove, Illinois, with a total of 1 year of relevant experience. Lubelski is an advisor for Sgl Financial, LLC. Throughout their career, they have worked at Bank Financial, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Fifth Third Bank, Fifth Third Securities and Sgl Financial, LLC. Lubelski has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Sgl Financial, LLC is a business headquartered in Buffalo Grove, IL. The firm has offices in eight locations and a total of 12 employees. It oversees $169 million in assets under management across its 1,283 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,283 customer accounts, 40% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which service is offered. Fee types billed by Sgl Financial, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sgl Financial, LLC Brokerage Details
$168,784,960
12
1,283
$131,555
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Melvin Lubelski Work History
Melvin has been registered as a financial advisor for 1 years.*
Sgl Financial, LLC
Fifth Third Bank
Fifth Third Securities
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Bank Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melvin Lubelski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Buffalo Grove, IL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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