Maree P Sgro
Investment adviser representative at Bg Investment Services, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$868.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bg Investment Services, Inc.Feb 2019 to now
- SabbaticalOct 2018 to Feb 2019
- Raymond James and AssociatesSep 2015 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bg Investment Services, LLC
$868.5MAssets managed
722Clients
5Advisers
10 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
- 5247422
- Firm CRD
- 281716