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Stuart Carroll Loren

Fort Sheridan Advisors LLC

Highland Park, IL

CRD 4554586

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Employer firm

Fort Sheridan Advisors LLC CRD 151139

$1.03B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fort Sheridan Advisors Llc

600 Central Avenue Suite 365, Highland Park, IL 60035 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-11-14
  • IL RA
    APPROVED
    Since 2018-11-14

Branch Locations

600 Central Ave., Highland Park, IL 60035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fort Sheridan Advisors Llc Highland Park IL 05/2018 Present
Karmin Capital Management Highland Park IL 07/2015 05/2018
Western International Securities, Inc. Pasadena CA 01/2016 08/2023
  • 05/2018 → Present
    Fort Sheridan Advisors Llc
    Highland Park, IL
  • 07/2015 → 05/2018
    Karmin Capital Management
    Highland Park, IL
  • 01/2016 → 08/2023
    Western International Securities, Inc.
    Pasadena, CA
Previous Registrations
  • 2016-01-11 → 2023-08-18
    Western International Securities, Inc.
    Highland Park, IL
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-08
  • S66 Uniform Combined State Law Examination
    2016-01-08
Other Names
  • Stuart Loren

View on SEC IAPD

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Nearby Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL

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