Jason Sgroi

from Broadway Advisor Group, LLC
SEC regulated
Regulated Investment Advisor
Jason Sgroi is a financial advisor based in New York, Albany, with 1 years of experience. Jason currently works for Broadway Advisor Group, LLC. Jason maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Sgroi works at Broadway Advisor Group, LLC
Broadway Advisor Group, LLC is a financial advisor based in Albany, New York. It currently has around $65,105,000 of assets under management and employs approximately 4 people. The main advice areas covered by Broadway Advisor Group, LLC are: financial planning services, portfolio management for individuals and/or small businesses, pension consulting services and selection of other advisers. Broadway Advisor Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
368 Broadway, First Floor, Albany, New York, 12207

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