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
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 as a leader 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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