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Jason Michael Sgroi

Sgroi Wealth

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About Jason Michael Sgroi

Jason Michael Sgroi is a financial advisor with Sgroi Wealth, a registered investment advisor firm. Jason has been in the financial services industry since December 2006. Jason holds the Series 7, Series 66, and SIE licenses. Jason has experience providing financial advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, and pension and profit-sharing plans. Jason has been registered with the state of New York since December 2022 and the state of New Jersey since January 2023. Jason also holds a real estate license.

Firm Information

Jason Sgroi is currently registered with Sgroi Wealth. Sgroi Wealth is an investment advisor based in Albany, New York. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately $91.9 million in regulatory assets under management.
Sgroi Wealth

368 BROADWAY

ALBANY, NY 12207

$91.94M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Sgroi’s Registration & Firm History

NY

12/22/2022 - Present

Sgroi Wealth (ALBANY NY)

NY

12/08/2006 - 02/02/2023

LPL FINANCIAL LLC (ALBANY NY)

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Licenses & Designations

BOTH

Issued 11/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Sgroi.
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