Kyle Leikam, financial advisor Orchard Park NY

Kyle Leikam

CRD Number: 5865848
Current Firm: Silver Grove Advisory Services

Kyle Leikam (CRD# 5865848) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Grove Advisory Services Orchard Park, NY Jul 2023 - Current < 1
Lpl Financial LLC Fredonia, NY Jul 2023 - Current < 1
Bank Of America, N.a. Jamestown, NY Jul 2019 - Jul 2023 4
Merrill Lynch Wealth Management Jamestown, NY Jul 2019 - Jul 2023 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jamestown, NY Jun 2019 - Jul 2023 4
Evans Bank Hamburg, NY Oct 2016 - Jun 2019 2
Lpl Financial LLC Hamburg, NY Oct 2016 - Jun 2019 2
Invest Financial Corp. Tampa, FL Jul 2012 - Oct 2016 4
Community Bank Dunkirk, NY Jul 2012 - Oct 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Kyle Leikam
Phone Number: 716-800-4291
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    2,308
    ACCOUNTS
  • Average Account Value
    $111,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, LA, NC, NJ, NY, SC, TX, VA

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