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Patrick Sgroi

President

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

President
Registered Representative

Education

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

Nicole Switzer

NicoleS@sgroifinancial.com

Nicole Switzer

NicoleS@sgroifinancial.com

Meet The Rest Of The Team

Address

965 Union Road, West Seneca, NY 14224

Phone

local: 716-674-6700

fax: 716-674-6822

Sgroi Financial, LLC BBB Business Review

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