Jason Michael Sgroi
Investment adviser representative at Broadway Advisor Group
21 yearsExperience
3 statesRegistered in
$214.9MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Broadway Advisor Group, LLCDec 2022 to now
- Sgroi Wealth Management Inc.Nov 2021 to now
- LPL Financial, LLCMar 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Broadway Advisor Group
$214.9MAssets managed
321Clients
2Advisers
3 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
- 4613747
- Firm CRD
- 324281