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Financial ADVSR advisor directory · SEC adviser records

Sgroi Wealth Advisory Group LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Sgroi Wealth Advisory Group LLC office in New York, by city and A to Z.

The short answer

11 registered advisors work at Sgroi Wealth Advisory Group LLC in New York, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in West Seneca (11). 4 list the CFP designation and 11 are also registered broker representatives.

Sgroi Wealth Advisory Group LLC advisors by city in New York

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West Seneca 11

Sgroi Wealth Advisory Group LLC advisors in New York, A to Z

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Questions

How many Sgroi Wealth Advisory Group LLC financial advisors are in New York?

11 investment adviser representatives are registered at Sgroi Wealth Advisory Group LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.

Where in New York does Sgroi Wealth Advisory Group LLC have the most advisors?

West Seneca, with 11. Sgroi Wealth Advisory Group LLC has advisors in 1 city in New York.

How do I check a Sgroi Wealth Advisory Group LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sgroi Wealth Advisory Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.