Robert Szigeti
Robert Szigeti is a registered investment advisor at Sg Securities, LLC, based in Princeton, NJ, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 86 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.13% |
| $2M+ | 1.00% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
116 Village Boulevard, Suite 200, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Robert is an insurance agent at SG Planning, LLC, selling insurance products and services since June 2015. This activity takes about half of Robert's time.
Employment History
Current Registrations
Sg Securities, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Advanced Equities, INC.
Fisher Investments
UBS Financial Services INC.
Citigroup Global Markets INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.