Meet Our Dedicated Advisors
The Broadway Advisory Team
When you become a client of Broadway Advisor Group, you work directly with an experienced advisor—not a call center. Our team brings complementary perspectives to wealth management, planning, and investment strategy. Learn about the firm →
Michael Sgroi
Managing Partner
Advisor Approach
Honest, direct, passionate, and analytical.
Financial plan strategy and implementation.
A Capital Region native dedicated to maintaining the key functions of business operations. Michael, being very analytical, is highly skilled in providing creative solutions for the businesses and individuals he works with.
Michael founded the practice on a singular conviction: that truly independent financial advice — free from commissions, free from conflicts — is the only way to serve clients at the highest level. As a fiduciary, every recommendation he makes is governed by a legal duty to act in your best interest.
With deep experience spanning investment management, retirement planning, estate coordination, and tax-aware investing, Michael leads the firm's comprehensive wealth management practice for high-net-worth individuals, families, and business owners across the Capital Region.
He maintains a deliberately limited client roster so that every relationship receives the depth of attention it deserves. When you become a client, you work directly with Michael — not assistants or call centers.
Areas of Expertise
Jason Sgroi
Principal Advisor / Partner
Advisor Approach
Compassionate, attentive, and grounded in clear communication.
Long-term relationships and thoughtful financial guidance.
A graduate of Siena College and a lifelong Capital Region native, Jason has applied his experience to give the highest level of financial planning advice to the clients he works with. He is dedicated to engaging in meaningful relationships with clients to provide an outstanding experience.
Jason leads the firm's private markets strategy, cultivating the relationships that give Broadway Advisor Group clients access to pre-IPO investment opportunities that most regional firms simply cannot reach. His analytical rigor and deep expertise in venture-stage and late-stage private companies allows him to identify the handful of opportunities genuinely worth allocating to.
Deeply committed to the client relationship at every level, Jason believes that assessing the true needs and wants of each client — then designing a portfolio that genuinely suits them — is both an art and a responsibility. He brings patience, empathy, and precision to every engagement.
Jason works in close partnership with Michael, ensuring every client's strategy — from public markets to private placements — is coherent, disciplined, and aligned with their long-term goals.
Areas of Expertise
John Mendrysa
Financial Advisor
John’s direct contact details are coming soon. Messages are currently routed through our Albany office.
Advisor Approach
Experienced, relationship-driven guidance through every market environment.
Wealth management, investment strategy, and comprehensive financial planning.
John has built his career around helping individuals, families, and businesses pursue their financial goals with clarity and confidence. His broad background across insurance, banking, investment management, and independent financial advice gives him a practical perspective on the many decisions that shape a financial life.
He began his career at Phoenix Home Life, developing a foundation in insurance, protection planning, and long-term financial security. At Amsterdam Savings Bank, he broadened that experience through banking, savings, lending, and close client relationships.
John later served clients at Paine Webber, which became UBS, where he deepened his investment-management experience and guided portfolios through changing market conditions. He then spent an extended chapter of his career at LPL Financial Services, building lasting relationships and tailored strategies in an independent advisory setting.
At Broadway Advisor Group, John continues that client-centered work in a fiduciary environment. He is committed to objective guidance, personalized wealth-management solutions, and helping clients make informed decisions through every stage of their financial journey.
Areas of Expertise
Michael & Jason Sgroi
Broadway Advisor Group · Albany, NY
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Start the Conversation
We accept a limited number of new client relationships each year. Reach out to schedule a confidential, no-obligation consultation — by phone, email, or in person at 368 Broadway, Albany. See all services →