Shawn Patrick Mclaughlin
Investment adviser representative at Sgroi Wealth Advisory Group LLC
23 yearsExperience
2 statesRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- LPL Financial LLCJul 2025 to now
- Sgroi Wealth Advisory Group, LLCNov 2017 to now
- Sgroi Financial, LLCJul 2004 to Oct 2024
- Cadaret, Grant & Co., Inc.Sep 2003 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Sgroi Wealth Advisory Group LLC
$1.4BAssets managed
7,676Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4378266
- Firm CRD
- 289764