With over 16 years of financial planning and investments experience, Brian helps his clients understand the importance of systematically creating, growing, preserving and protecting wealth through appropriate high quality investment opportunities. He is also uniquely qualified in matters concerning local, state and federal governmental and educational employees.
Canisius College, Buffalo NY – Bachelor of Arts
D’Youville College, Buffalo NY – Post-graduate
Registered Representative who currently holds Series 7, Series 63, and Life, Accident & Health licenses
Has been with Sgroi Financial since 2001
Assistant Contact Information
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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.
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We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA