Vincent Sgro has been an investment adviser representative at Sterling Bridge Financial Group since January 2025, and is not listed among the firm’s executive officers or direct owners. Vincent Sgro holds a Bachelor's degree in business administration and economics from The Ohio State University.
Sterling Bridge Financial Group LLC is a Palm Harbor, FL firm with $131M under management, 827 clients and 4 advisers in one office, as of its March 2026 filing.
Vince Sgro is Wealth Advisor and Financial Planner of Sterling Bridge Financial Group, based in Palm Harbor, Florida. He uses financial planning tools to evaluate clients' portfolios and develop retirement strategies through the firm's Sterling R.I.G.H.T. Retirement Plan process. Before joining the team, he spent three years with Nationwide Financial, supporting advisors in the high-net-worth market.
- – present · 1 yearPalm Harbor, FL · Adviser representative · Firm CRD 304409
Professional designations
Listed by Sterling Bridge Financial Group
- Associate, Life and Health Claims (ALHC)
Investment adviser representative registrations
Vincent Sgro is registered as an investment adviser representative in Florida, since January 2025.
- FloridaSince 29 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 August 2022 |
| SIE | Securities Industry Essentials Examination | 29 April 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7603014
- Firm
- Sterling Bridge Financial Group · CRD 304409
- Office
- 4174 WOODLANDS PARKWAY, Palm Harbor, FL 34685
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingbridgefg.com
Where does Vincent Sgro work?
Vincent Sgro is an investment adviser representative registered through Sterling Bridge Financial Group LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Vincent Sgro a financial advisor?
Yes. Vincent Sgro has a current investment-adviser registration in Florida, through Sterling Bridge Financial Group since January 2025.
How many years of experience does Vincent Sgro have?
Vincent Sgro has 3 years in the financial industry, since July 2023, across 1 adviser firm.
What exams has Vincent Sgro passed?
Vincent Sgro has passed 3 licensing exams: the SIE, Series 6TO and Series 65. The earliest, the SIE, was passed in April 2022.
Where is Vincent Sgro based?
Vincent Sgro’s registered office is in Palm Harbor, FL.
Is Vincent Sgro registered with FINRA?
No. Vincent Sgro has no current broker registration.
How can I verify Vincent Sgro’s record?
Search CRD 7603014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vincent Sgro’s full registration record.
