Summer McKellar

Senior Research Analyst
Registered Representative

As the director of the research team, Summer knows that taking the first steps to plan for your financial future are the hardest. Let her walk you through the steps of creating and implementing the right plan to reach your goals and future financial security.

Summer McKellar

Senior Research Analyst
Registered Representative


Canisius College, Buffalo NY
Bachelors of Science, Finance and Economics Dual Major

Professional Experience

Registered Representative who currently holds Series 7, Series 63, Series 66 and Life, Accident & Health licenses

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.

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