Summer Melody Mckellar
Investment adviser representative at Sgroi Wealth Advisory Group LLC
16 yearsExperience
3 statesRegistered in
$1.4BFirm assets
8 yearsFirm in business
Are you Summer Melody Mckellar? Claim your profile
Contact this firm
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
16 years in the industry.
- Lawley Retirement AdvisorsJul 2026 to now
- LPL Financial LLCJul 2025 to now
- Sgroi Wealth Advisory Group, LLCNov 2017 to now
- Cadaret, Grant & Co., Inc.Jun 2011 to Jul 2025
- Sgroi Financial LLCJun 2010 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
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
- 5693583
- Firm CRD
- 289764