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President · Sgroi Wealth Advisory Group LLC

Patrick J. Sgroi

CRD 2226276 · Named on Form ADV at one SEC-registered adviser

At a glance

Sgroi Wealth Advisory Group LLC, an SEC-registered wealth manager based in West Seneca, NY with $1.4 billion in regulatory assets, lists Patrick J. Sgroi on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John G. CloudenChief Compliance Officer and Senior Vice President, Sgroi Wealth Advisory Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.