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John M
Series 63
Albany, NY
Broadway Advisor Group
John Mendrysa is a financial advisor with Broadway Advisor Group, holding a Series 63 designation and bringing 32 years of industry experience. He has previously worked at Linsco Private Ledger and LPL Financial. Outside of his advisory role, he has engaged in limited long-term care and life insurance sales. Broadway Advisor Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, with discretionary portfolio management, financial planning, and pension consulting. The firm employs a diversified investment approach that includes traditional and alternative strategies, sponsors a wrap-fee program, and manages approximately $215 million in assets across 315 client accounts.
Jason S
Series 66
Albany, NY
Broadway Advisor Group
Jason Sgroi is a financial advisor at Broadway Advisor Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2005 to 2023. Broadway Advisor Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm utilizes diverse analysis methods and invests across multiple asset classes, including alternative strategies, while operating under fiduciary standards.
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