Summer McKellar

Registered Representative

Summer understands that taking the first steps to plan for your financial future can seem difficult and overwhelming. Let her help you build a comprehensive plans that walks you through the steps of reaching your goals for future financial security.

Summer McKellar

Registered Representative

Education

Canisius College – Buffalo, NY

Professional Experience

Currently holds the following licenses:
• Series 7
• Series 63
• Series 66
• Life, Accident, and Health Insurance

Has been with Sgroi Financial since 2009

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.

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