Patrick Sgroi


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.

Patrick Sgroi

Registered Representative


Alfred University – Alfred, NY

Professional Experience

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

Sgroi Financial, LLC BBB Business Review

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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.

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