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Cameron N. Beginin

SGH WEALTH MANAGEMENT
Lathrup Village, MI 48076
Some features on this profile are disabled
CRD#: 7557238
CB

Professional summary


Cameron N Beginin, who also goes by Cameron Beginin, is a registered financial advisor currently at SGH WEALTH MANAGEMENT located in Lathrup Village, Michigan.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Cameron has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Cameron Beginin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Cameron N Beginin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 15, 2022 - Present

SGH WEALTH MANAGEMENT

Office #1: 17550 W Eleven Mile Rd, Lathrup Village, MI 48076
RIA
CRD#: 284067
Lathrup Village, MI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT | SGH WEALTH MANAGEMENT, LLC

CRD#: 284067 / SEC#: 801-113388

RIA
Registered Investment Advisory firm - (6/13/2018 Approved)
Michigan
Registered Investment Advisory firm - (3/27/2019 Terminated)
Texas
Registered Investment Advisory firm - (6/20/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(8/15/2022)
IAR
Texas
(8/15/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/15/2022
Uniform Investment Adviser Law Examination

Current Firm


SW
SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT | SGH WEALTH MANAGEMENT, LLC

CRD#: 284067 / SEC#: 801-113388

RIA
Registered Investment Advisory firm - (6/13/2018 Approved)
Michigan
Registered Investment Advisory firm - (3/27/2019 Terminated)
Texas
Registered Investment Advisory firm - (6/20/2018 Terminated)
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Contact information


Main Address
17550 W Eleven Mile Rd, Lathrup Village, MI 48076
Mailing Address
Phone number
(248) 731-0029
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE - APPENDIX 1 (7/11/2025)

Regulatory assets under management


Total Number of Accounts371
AUM (Assets Under Management)$ 453,715,657

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SGH WEALTH MANAGEMENT

CRD#: 284067Lathrup Village, MI 48076

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