A complete list of active advisors currently associated with Sgroi Wealth Advisory Group LLC
Warmer can help you find a great advisor at Sgroi Wealth Advisory Group LLC or one who fits your needs even better.
Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management and related consulting to individuals (including high‑net‑worth clients), corporations, pension and profit‑sharing plans, trusts and charitable organizations. The firm also makes sponsor‑model solutions available (including LPL’s Model Wealth Portfolios) and uses third‑party sub‑advisers for certain strategies. Services are typically delivered on a discretionary basis and emphasize strategic asset allocation, diversification and reducing the risk of permanent capital loss; investment selections are reviewed by an internal Investment Committee and client profiles are updated through a fact‑finder and periodic reviews. Portfolios are implemented through custodians such as Charles Schwab, LPL Financial and IPX and may include equities, ETFs, fixed income and model portfolios managed or selected by outside strategists. Sgroi Wealth Advisory is notable among similar multi‑team firms for several uncommon features disclosed in its Form ADV: the firm reports roughly $1.357 billion in assets under management and, per its disclosures and ownership structure, recently completed a merger creating Lawley Sgroi Georgetown, LLC and added affiliated advisers — material changes it discloses to clients. Several of the firm’s advisors are also FINRA‑registered representatives of LPL Financial and some hold insurance licenses, arrangements that provide access to broker‑dealer programs (and are disclosed as potential conflicts), and the firm’s materials indicate a heavier client servicing load per advisor than is typical for peers.
To learn more about the advisors currently working at Sgroi Wealth Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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