Since taking over as President, Pat has followed in his father’s footsteps by maintaining the integrity and independence that has been the cornerstone of Sgroi Financial. In addition Pat has distinguished himself as an outstanding community leader and mentor in Buffalo, NY.
Alfred University – Alfred, NY – Bachelor of Science in Business Administration
Certified to teach Business & Distributive Education, K – 12
Registered Representative who currently holds Series 7, Series 63, Life, Accident and Health and NYS Long Term Care Partnership designation
Member of the Summit Study Group, representing Buffalo, NY as a leader in the wealth planning community.
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