Former Executive Assistant to Joe Sgroi, Sandy has transitioned into a Financial Planner to continue to provide clients with over 20 years of experience and knowledge. Sandy is dedicated to empowering her clients with how to master their personal finances and ultimately achieve their financial goals.
University at Buffalo, State University of New York
Registered Representative who currently holds Series 6, Series 7, Series 63, Life, Accident & Health licenses and Notary Public
Has been with Sgroi Financial since 1998
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