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John Gerald Clouden

SGROI WEALTH ADVISORY GROUP LLC·WEST SENECA, New York
Clean recordSGROI WEALTH ADVISORY GROUP LLC
965 UNION ROAD, WEST SENECA, NY 14224CRD# 2563999Firm CRD# 289764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Gerald Clouden · WEST SENECA, NY
Registration
CRD #2563999 · SGROI WEALTH ADVISORY GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Gerald Clouden is a registered financial advisor based in WEST SENECA, New York, affiliated with SGROI WEALTH ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SGROI WEALTH ADVISORY GROUP LLC
SGROI WEALTH ADVISORY GROUP LLC
AUM
$939M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at SGROI WEALTH ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2563999
Firm CRD# 289764
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Gerald Clouden offer?
John Gerald Clouden specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WEST SENECA, New York for a consultation.
What are John Gerald Clouden's credentials?
John Gerald Clouden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gerald Clouden located?
John Gerald Clouden is based in WEST SENECA, New York, working with SGROI WEALTH ADVISORY GROUP LLC. Their office serves clients in the WEST SENECA metropolitan area and surrounding communities.
How does John Gerald Clouden charge for services?
John Gerald Clouden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SGROI WEALTH ADVISORY GROUP LLC?
SGROI WEALTH ADVISORY GROUP LLC has approximately 25 employees and manages $939M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SGROI WEALTH ADVISORY GROUP LLC

Patrick Joseph Sgroi
WEST SENECA, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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