Summer Melody Mckellar

Current Employers

Employment History

• 06/2011 → 07/2025
  Cadaret, Grant & Co., Inc.
  West Seneca, NY
• 06/2010 → 10/2024
  Sgroi Financial Llc
  West Seneca, NY
• 11/2017 → Present
  Sgroi Wealth Advisory Group, Llc
  West Seneca, NY
• 07/2025 → Present
  Lpl Financial Llc
  West Seneca, NY
• 07/2026 → Present
  Lawley Retirement Advisors
  Buffalo, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  West Seneca, NY

Other Businesses

1.06/12/2025; SGROI LAWLEY; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/02/2009; 10hrs/mth; 10hrs during trading 2.06/12/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sgroi Wealth Advisory Group; Investment Related; at Reported Business Location(s); Start Date 01/01/2019; 160hrs/mth; 160hrs during trading 3.10/22/2025; (Hybrid) Sgroi Wealth Advisory Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/02/2009; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Sgroi Wealth Advisory Group, an independent investment advisor firm. I started this business activity in 01/2009. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.03/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sgroi Lawley; Investment Related; at Reported Business Location(s); Start Date 07/01/2025; 160hrs/mth; 160hrs during trading 5.08/04/2026; (FP) Lawley Retirement Advisors; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 10hrs/mth; 10hrs during trading; I provide investment advisory services through Lawley Retirement Advisors, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 10 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-25
• S63 Uniform Securities Agent State Law Examination
  2012-10-03

Other Names

• Summer Melody Reile
• Summer Melody Reile