Melvin Lubelski has been an investment adviser representative at SGL Financial since June 2022, and is not listed among the firm’s executive officers or direct owners.
SGL Financial, LLC is a Buffalo Grove, IL firm with $416M under management, 884 clients and 13 advisers across 4 offices, as of its September 2026 filing.
Melvin Lubelski’s longest registration was 5 years at Cetera Investment Advisers LLC (2014–2019). Before joining SGL Financial in 2022, Melvin Lubelski was registered through Fifth Third Securities, Inc. and Cetera Investment Advisers LLC.
- SGL Financial, LLCCurrent– present · 4 yearsBuffalo Grove, IL · Adviser representative · Firm CRD 158023
- Fifth Third Securities, Inc.– · 2 yearsPalatine, IL · Adviser representative · Firm CRD 628
- Cetera Investment Advisers LLC– · 5 yearsLincolnwood, IL · Adviser representative · Firm CRD 105644
- Cetera Investment Services LLC– · under a yearLincolnwood, IL · Adviser representative · Firm CRD 15340
Investment adviser representative registrations
Melvin Lubelski is registered as an investment adviser representative in Illinois, since June 2022.
- IllinoisSince 13 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 November 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5845335
- Firm
- SGL Financial · CRD 158023
- Office
- 1130 W LAKE COOK ROAD, SUITE 150, Buffalo Grove, IL 60089
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Melvin Lubelski work?
Melvin Lubelski is an investment adviser representative registered through SGL Financial, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Melvin Lubelski a financial advisor?
Yes. Melvin Lubelski has a current investment-adviser registration in Illinois, through SGL Financial since June 2022.
How many years of experience does Melvin Lubelski have?
Melvin Lubelski has 14 years in the financial industry, since June 2012, across 4 adviser firms.
What exams has Melvin Lubelski passed?
Melvin Lubelski has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in March 2011. FINRA credited Melvin Lubelski with the SIE, which began in October 2018.
Where did Melvin Lubelski work before SGL Financial?
Before SGL Financial, Melvin Lubelski was registered through Fifth Third Securities, Inc., September 2019 to September 2021; Cetera Investment Advisers LLC, January 2014 to March 2019; Cetera Investment Services LLC, December 2013 to January 2014.
Where is Melvin Lubelski based?
Melvin Lubelski’s registered office is in Buffalo Grove, IL.
Is Melvin Lubelski registered with FINRA?
No. Melvin Lubelski has no current broker registration.
How can I verify Melvin Lubelski’s record?
Search CRD 5845335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melvin Lubelski’s full registration record.
- Gabriel LewitChief Executive Officer
- Gery SadzewiczChief Compliance Officer
- Steven LewitOwner