Robert Joel Eisenberg
Investment adviser representative at Sgl Financial, LLC
13 yearsExperience
1 stateRegistered in
$416MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Sgl Financial, LLCAug 2022 to now
- Northwestern Mutual Wealth Management CompanyMay 2022 to Jul 2022
- Northwestern Mutual Investment Services LLCFeb 2022 to Jul 2022
- Northwestern Mutual Life Insurance CompanyJan 2022 to Jul 2022
- Verity Asset ManagementSep 2021 to Dec 2021
- Appreciation FinancialJul 2021 to Dec 2021
- Brookstone Capital Management LLCJul 2020 to Oct 2020
- Fsc Securities CorporationJan 2020 to Apr 2020
- Gradient Advisors LLCNov 2018 to Apr 2019
- Castle Rock Private WealthNov 2018 to Feb 2019
- Eisenberg InvestmentsNov 2018 to Feb 2019
- Life Insurance ExchangeJan 2009 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sgl Financial, LLC
$416MAssets managed
884Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4897643
- Firm CRD
- 158023