Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Sgroi Wealth Advisory Group LLC financial advisors in West Seneca, NY

Every SEC-registered investment adviser representative at a Sgroi Wealth Advisory Group LLC office in West Seneca, A to Z.

The short answer

11 registered advisors work at Sgroi Wealth Advisory Group LLC in West Seneca, out of 11 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 11 are also registered broker representatives.

Sgroi Wealth Advisory Group LLC advisors in West Seneca, A to Z

Every Sgroi Wealth Advisory Group LLC advisor →

Sgroi Wealth Advisory Group LLC advisors in every city and state →Sgroi Wealth Advisory Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in West Seneca

All West Seneca advisors →

LPL Financial LLC 7Pfs Investments Inc. 7Cetera Investment Advisers LLC 5Osaic Wealth, Inc. 4

Questions

How many financial advisors does Sgroi Wealth Advisory Group LLC have in West Seneca?

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

Is Sgroi Wealth Advisory Group LLC one of the largest advisor employers in West Seneca?

Sgroi Wealth Advisory Group LLC ranks number 1 in West Seneca by registered advisors, ahead of LPL Financial LLC (7).

How do I check a Sgroi Wealth Advisory Group LLC advisor in West Seneca?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.