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BROADWAY ADVISOR GROUP, LLC
BROADWAY ADVISOR GROUP, LLC
SGROI WEALTH
ALBANY, New York
·
2 registered advisors
·
CRD# 324281
SEC# 801-127086
0
518-477-3626
01
Firm Overview
AUM
$92M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BROADWAY ADVISOR GROUP, LLC
2 registered advisors
Jason Michael Sgroi
ALBANY, New York
CRD# 4613747
Michael Anthony Sgroi
ALBANY, New York
CRD# 5188028
05
Office Locations
ALBANY, New York
2 advisors
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Data sourced from SEC Form ADV filings. BROADWAY ADVISOR GROUP, LLC (CRD# 324281) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.