Tyler
Rapp
Sgroi Wealth
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About this Advisor
Tyler Rapp is a financial advisor based in Albany, New York, working with Sgroi Wealth. Tyler has previously held positions at La Salle Institute, Smiths Tavern, Normanside Country Club, Mount Saint Mary College, Sgroi Wealth Management, Inc, Lpl Financial, LLC, and Broadway Advisor Group, LLC. Tyler has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Tyler is part of Sgroi Wealth, which operates out of Albany, New York. The firm has 4 employees and manages assets totaling $91.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sgroi Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Sgroi Wealth Brokerage Details
$91,942,513
4
443
$207,545
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tyler Rapp Work History
Sgroi Wealth Management, Inc
Broadway Advisor Group, LLC
Lpl Financial, LLC
Normanside Country Club
Sgroi Wealth Management, Inc
Smiths Tavern
Mount Saint Mary College
La Salle Institute
Disclosures
Please visit the SEC profile of Tyler Rapp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sgroi Wealth
Albany, NY
Albany, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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