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Credentials
CFP®, Series 66
Experience Industry experience
16 years
Location
Remote
BG Investment Services, LLC
Team
Total advisors
5Clients per advisor
131 Very HighAvg AUM per client
$552,400 LowHNW client ratio
9% Very LowMaree Sgro is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. She has been with BG Investment Services, LLC since 2019, following a tenure at Raymond James and Associates from 2015 to 2018 and a one-year sabbatical. BG Investment Services, LLC is a team-based firm managing approximately $868 million in assets, serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable entities. The firm employs a mix of analytical methods and investment strategies tailored to client objectives, with ongoing portfolio monitoring and annual reviews.
Based on BG Investment Services, LLC
Minimum fee: $60 annual fee for Asset Manager accounts below minimum balance requirements
California · Texas
16 years of industry experience
BG Investment Services, Inc.
2019 - Present • 7 years
Hagatna
Sabbatical
2018 - 2019 • 1 year
Sabbatical
Raymond James And Associates
2015 - 2018 • 3 years
Maite
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Other specialized services
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