John Mendrysa
Sgroi Wealth · Albany, New York
John Mendrysa is a fee-only financial advisor at Sgroi Wealth in Albany, New York. John 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 NY · CRD 2492930 |
| Exams passed | Series 63 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sgroiwealth.com |
| Profile |
How John'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 John
Is John Mendrysa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Sgroi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Mendrysa based?
John Mendrysa is based in Albany, New York.
What does John specialize in?
John's specialties include retirement planning and estate & legacy planning.
Is John Mendrysa registered with the SEC?
Yes. John Mendrysa is registered as an investment adviser representative in NY (CRD 2492930), 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 John Mendrysa?
Through John'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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