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Sam Gregory Huszczo

SGH WEALTH MANAGEMENT·LATHRUP VILLAGE, Michigan
SIE, Series 7, Series 66CFPClean record16 years registeredSGH WEALTH MANAGEMENT
17550 W ELEVEN MILE RD, LATHRUP VILLAGE, MI 48076CRD# 4677793Firm CRD# 284067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sam Gregory Huszczo · LATHRUP VILLAGE, MI
Registration
CRD #4677793 · SGH WEALTH MANAGEMENT · 16 years registered
Brand Profile
Not yet started
01

Career History

SGH WEALTH MANAGEMENT
Jul 2016 – present
MICHIGAN ADVISORS, INC
Jul 2010 – Jul 2016
SOUTHFIELD, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 20, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SGH WEALTH MANAGEMENT
CRD 284067 · SEC 801-113388
AUM
$354M
Regulatory assets under management
Employees
11
1,362 client accounts
Services offered by SGH WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SGH WEALTH MANAGEMENT →
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05

Frequently Asked Questions

What services does Sam Gregory Huszczo offer?
Sam Gregory Huszczo specializes in Financial Planning, Investment Management. Contact their office in LATHRUP VILLAGE, Michigan for a consultation.
What are Sam Gregory Huszczo's credentials?
Sam Gregory Huszczo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sam Gregory Huszczo located?
Sam Gregory Huszczo is based in LATHRUP VILLAGE, Michigan, working with SGH WEALTH MANAGEMENT. Their office serves clients in the LATHRUP VILLAGE metropolitan area and surrounding communities.
How does Sam Gregory Huszczo charge for services?
Sam Gregory Huszczo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SGH WEALTH MANAGEMENT?
SGH WEALTH MANAGEMENT has approximately 11 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
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Research
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