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John Francis Mendrysa

Sgroi Wealth

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About John Francis Mendrysa

John Francis Mendrysa is a financial advisor registered with Sgroi Wealth in Albany, NY. John has been in the industry since 1994 and is a Registered Representative (RR) for Sgroi Wealth. John has held other licenses and registrations in the past with firms such as UBS Financial Services Inc., Waddell & Reed, Inc. and Leigh Baldwin & Co., LLC. John's specialties are financial planning, pension consulting, portfolio management for individuals, and selection of other advisors.

Firm Information

John Mendrysa 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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John Mendrysa’s Registration & Firm History

NY

02/11/2025 - Present

Sgroi Wealth (ALBANY NY)

NY

05/05/2000 - 06/18/2007

UBS FINANCIAL SERVICES INC. (ALBANY NY)

KS

01/06/2000 - 05/25/2000

WADDELL & REED, INC. (OVERLAND PARK KS)

NY

04/17/1998 - 12/31/1999

LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)

CT

07/11/1994 - 02/13/1998

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 07/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Francis Mendrysa.
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