CRD: 289764
Sgroi Wealth Advisory Group LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-27-2017
- Office Locations
- 1
Office Locations
About Sgroi Wealth Advisory Group LLC
Sgroi Lawley (Sgroi Wealth Advisory Group LLC) is an independent financial planning firm serving Western New York. The team takes a holistic, goals-based approach across planning, insurance protection (life, property, disability, long-term care), and investment guidance including retirement and estate planning. As an independent shop, they aren’t obligated to recommend any specific provider.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN GERALD CLOUDEN
Chief Compliance Officer, Registered Representative, SENIOR VICE PRESIDENT
- CRD
- #2563999
- Ownership
- Less than 5%
PATRICK JOSEPH SGROI
President, Registered Representative
- CRD
- #2226276
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
BRIAN MICHAEL CLOUDEN
Registered Representative
- CRD
- #4525664
JEFFREY LOREN HAXTON
Registered Representative
- CRD
- #5756656
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,357,154,362 | $176,805 |
| Non-Discretionary | $0 | -- |
| Total | $1,357,154,362 | $176,805 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing