Compass Sgroi Financial, LLC


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Brian M. Clouden

Personal:
Happily married (Jen) with two daughters & two sons: Abbygail, Andrew, Emily & Michael Patrick.
(Family Pictures)

Education:
Canisius College, Buffalo NY.

  • May 1992, Bachelor of Science in Communications.

Experience:
September 2001 - Present:

Sgroi Financial, LLC., Financial Planning. Currently hold Series 7, Series 63, Life, Accident and Health licenses.

Duties include, in addition to client service, writing of the firms quarterly newsletter -The Sgroi Financial.

   
July 1999 - July 2001: Patterson Dental Supply Inc., Buffalo, NY. High Tech Equipment Sales. Main responsible was to open the Western New York market to CEREC. CEREC is a computer-aided design and ceramic restoration system. In a single patient visit a patient can receive an incredibly esthetic ceramic restoration without the need for impressions or temporaries.

Interests:

  • Teacher of a number of Adult and Community Education courses throughout Western New York on various financial topics.
  • Hamburg Junior Baseball League Coach.
  • Spending time with my family, playing golf and softball.

 

965 Union Road
West Seneca, NY 14224
Tel : (716) 674-6700
(800) 989-6710
Fax : (716) 674-6822
info@sgroifinancial.com

Securities offered through Cadaret, Grant & Co., Inc. - Member NASD/SIPC
Sgroi Financial, LLC & Cadaret, Grant are separate entities.