Urmas Lupkin

Vice President of Sales & Marketing

Urmas joined Sgroi Financial in 2015, bringing with him over 30 years of business experience. Today, he continues to work with business owners on all aspects including investments, insurance, succession planning as well as personal financial needs.

Urmas Lupkin

Vice President Sales & Marketing

Education

State University of New York College at Fredonia

Professional Experience

Currently holds the following licenses:
• Series 6
• Series 63
• Life, Accident, and Health Insurance

Has been with Sgroi Financial since 2015

Contact Information

• GET TO KNOW US •

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