Advisor at Silver Grove Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Silver Grove Advisory Services
Location
Arcade, NY 14009
Credentials
ChFC®, Series 63
Industry experience
31 years
Fixed fees up to $25,000 for financial planning, consulting, and retirement plan consulting services
0.0% to 2.00% annually (negotiable, based on complexity, asset level, and relationship)
Certain advisory persons receive commissions through separate capacity as registered representatives and insurance agents, in addition to advisory fees
$0 to $500 per hour for financial planning, consulting, and retirement plan consulting services
Fee-only: Financial planning and consulting fees charged hourly ($0 to $500/hour) or fixed fee ($0 to $25,000), negotiable
Silver Grove Advisory Services
2017 - Present (9 years)
LPL Financial, LLC
2017 - Present (9 years)
M&T Securities, Inc.
2017 - 2017 (1 year)
M&T Securities, Inc.
1996 - 2017 (21 years)
Principal Mutual Life Insurance Co.
1994 - 2017 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63
Colden, NY
Primerica Advisors
Series 63, Series 65
West Falls, NY
Primerica Advisors
Series 63, Series 66
Chaffee, NY
HSBC SECURITIES (USA) Inc.
Series 63
South Wales, NY
Primerica Advisors
Series 63, Series 65
Le Roy, NY
Principal Financial Services
CFP®, ChFC®, Series 63
Delevan, NY
Creative Financial Designs, Inc.
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