Silver Grove Advisory Services

Silver Grove Advisory Services (CRD# 287512) is a financial advisory firm headquartered in Orchard Park, NY. They manage $256,404,965 in 2,308 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Silver Grove Advisory Services
Showing 1 - 10 of 15 top financial advisors.
1
Richard Cerminara
CRD#: 1743304
Saranac Lake, NY

Richard Cerminara (CRD# 1743304) is an Investment Advisor Representative working at Silver Grove Advisory Services in Saranac Lake, NY and has over 36 years of experience in the finance industry.

2
Kyle Leikam
CRD#: 5865848
400 Sterling Drive, Orchard Park, NY 14127

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.

3
Julianne Lepo
CRD#: 4205675
400 Sterling Drive, Orchard Park, NY 14127

Julianne Lepo (CRD# 4205675) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 23 years of experience in the finance industry.

4
John McCauley
CRD#: 6092880
400 Sterling Drive, Orchard Park, NY 14127

John McCauley (CRD# 6092880) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 11 years of experience in the finance industry.

5
Katie Weibel
CRD#: 5034755
400 Sterling Drive, Orchard Park, NY 14127

Katie Weibel (CRD# 5034755) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 18 years of experience in the finance industry.

6
Ryan Ficorilli
CRD#: 4830222
400 Sterling Drive, Orchard Park, NY 14127

Ryan Ficorilli (CRD# 4830222) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 19 years of experience in the finance industry.

7
Mark A. Kirchmyer
CRD#: 1356348
400 Sterling Drive, Orchard Park, NY 14127

Mark Kirchmyer (CRD# 1356348) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 38 years of experience in the finance industry.

8
Alexander J. Long
CRD#: 7200287
400 Sterling Drive, Orchard Park, NY 14127

Alexander Long (CRD# 7200287) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 3 years of experience in the finance industry.

9
Martin C. Lougen
CRD#: 2890353
400 Sterling Drive, Orchard Park, NY 14127

Martin Lougen (CRD# 2890353) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 26 years of experience in the finance industry.

10
Jason B. Myers
CRD#: 6107493
400 Sterling Drive, Orchard Park, NY 14127

Jason Myers (CRD# 6107493) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 11 years of experience in the finance industry.

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