With numerous years of service in financial planning and investing, 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 government as well as educational employees.
Canisius College – Buffalo, NY
D’Youville College – Buffalo, NY
Currently holds the following licenses:
• Series 7
• Series 63
• Life, Accident, and Health Insurance
Has been with Sgroi Financial since 2001
Assistant Contact Information
Check out the background of our investment professionals on: BrokerCheck
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.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
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