Alfred University – Alfred, NY
Currently holds the following licenses:
• Series 7
• Series 63
• Life, Accident, and Health Insurance
• NYS Long-Term Care Partnership
Member of the Summit Study Group, representing Buffalo, NY in the wealth planning community.
Has been with Sgroi Financial since 1992.
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