Jason Sgroi
Sgroi Wealth · Albany, New York
Jason Sgroi is a fee-only financial advisor at Sgroi Wealth in Albany, New York. Jason focuses on retirement planning and estate & legacy planning. Sgroi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sgroi Wealth |
|---|---|
| Based in | Albany, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $214.9M across 321 accounts |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 4613747 |
| Exams passed | Series 66 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sgroiwealth.com |
| Profile |
How Jason's firm compares
- Sgroi Wealth's average account is about $670,000, from its Form ADV (assets managed divided by 321 accounts).
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Questions about Jason
Is Jason Sgroi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Sgroi Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Sgroi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Sgroi based?
Jason Sgroi is based in Albany, New York.
What does Jason specialize in?
Jason's specialties include retirement planning and estate & legacy planning.
Is Jason Sgroi registered with the SEC?
Yes. Jason Sgroi is registered as an investment adviser representative in NJ, NY and TX (CRD 4613747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sgroi Wealth manage?
Sgroi Wealth reports $214.9M across 321 accounts in assets under management.
How do I contact Jason Sgroi?
Through Jason's website, sgroiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sgroi Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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