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 11 - 15 of 15 top financial advisors.
11
Annette J. Olday
CRD#: 4682616
400 Sterling Drive, Orchard Park, NY 14127

Annette Olday (CRD# 4682616) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 20 years of experience in the finance industry.

12
Mark P. Procknal
CRD#: 1738518
400 Sterling Drive, Orchard Park, NY 14127

Mark Procknal (CRD# 1738518) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 36 years of experience in the finance industry.

13
Ryan Seufert
CRD#: 5551651
400 Sterling Drive, Orchard Park, NY 14127

Ryan Seufert (CRD# 5551651) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 15 years of experience in the finance industry.

14
Andrew J. Swartwout
CRD#: 2478664
342 Route 39, Arcade, NY 14009

Andrew Swartwout (CRD# 2478664) is an Investment Advisor Representative working at Silver Grove Advisory Services in Arcade, NY and has over 29 years of experience in the finance industry.

15
Jason J. Weber
CRD#: 5522878
400 Sterling Drive, Orchard Park, NY 14127

Jason Weber (CRD# 5522878) is an Investment Advisor Representative working at Silver Grove Advisory Services in Orchard Park, NY and has over 15 years of experience in the finance industry.

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