Steven Lewit has been Owner of SGL Financial since May 2011, is a control person of the firm and directly owns between 25% and 50% of it.
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.
- SGL Financial, LLCCurrent– present · 13 yearsBuffalo Grove, IL · Adviser representative · Firm CRD 158023
Investment adviser representative registrations
Steven Lewit is registered as an investment adviser representative in 3 states. The first approvals date from April 2013; the most recent are Connecticut and Wisconsin, in June 2024.
- ConnecticutSince 25 June 2024
- IllinoisSince 16 April 2013
- WisconsinSince 25 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 September 1999 |
| Series 7 | General Securities Representative Examination | 2 September 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Richard Lewit
- CRD
- 3262075
- Firm
- SGL Financial · CRD 158023
- Role
- Owner
- Office
- 1130 W LAKE COOK ROAD, SUITE 150, Buffalo Grove, IL 60089
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Lewit work?
Steven Lewit has been Owner of SGL Financial, LLC since May 2011, and is a control person of the firm.
Is Steven Lewit a financial advisor?
Yes. Steven Lewit has a current investment-adviser registration in Connecticut, Illinois and Wisconsin, through SGL Financial since April 2013.
How many years of experience does Steven Lewit have?
Steven Lewit has 21 years in the financial industry, since July 2005, across 1 adviser firm.
What exams has Steven Lewit passed?
Steven Lewit has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in September 1999.
Where is Steven Lewit based?
Steven Lewit’s registered office is in Buffalo Grove, IL.
Is Steven Lewit registered with FINRA?
No. Steven Lewit has no current broker registration.
How can I verify Steven Lewit’s record?
Search CRD 3262075 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Lewit’s full registration record.
- Gabriel LewitChief Executive Officer
- Gery SadzewiczChief Compliance Officer