| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gerald Clouden Control | Chief Compliance Officer And Senior Vice President | Under 5% | 2017 |
| Patrick Joseph Sgroi Control | President | Under 5% | 2017 |
| Sgroi Lawley LLC Control | Owner | Over 75% | 2024 |
Sgroi Wealth Advisory Group LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Sgroi Wealth Advisory Group LLC reports 27 employees.
Sgroi Wealth Advisory Group LLC is based in West Seneca, NY and has been SEC-registered since 2017.
Sgroi Wealth Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 965 Union Road, West Seneca, NY 14224 |
| Phone | 716-674-6700 |
| Fax | 716-674-6822 |
| Office hours | 8:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.08B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.08B |