SGROI WEALTH ADVISORY GROUP LLC of WEST SENECA, NY is an SEC-registered investment adviser (CRD 289764). Regulatory assets under management: $1.4B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Patrick Joseph Sgroi | PRESIDENT | — |
| John Gerald Clouden | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |
| SGROI PATRICK JOSEPH | PRESIDENT | — |
| CLOUDEN JOHN GERALD | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |