Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

Investment management fees range from 0.0% to 2.00% annually, based on the complexity of services, level of assets, and overall relationship. Fees are negotiable. Clients may also pay advisory fees to Independent Managers, with the total fee not exceeding 3% annually. For selection of other advisors through a solicitor arrangement, Silver Grove shares in the advisory fee paid by the client directly to the third-party money manager. Financial planning fees may be higher if an estate planning or tax preparation package is needed.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

400 Sterling Drive, Orchard Park, NY, 14127

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Regulatory History (2)
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Judgment / Lien
June 2021
Judgment / Lien
September 2020
Other Business Activities

Ryan owns real estate rental properties in Buffalo, NY. He is also a Registered Investment Advisor with Silver Grove Financial Group, spending about half his time on investment advisory services.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLC Broker
April 2014 - January 2022 · 7 yrs 9 mos
Royal Alliance Associates, INC. Broker
November 2007 - April 2014 · 6 yrs 5 mos
Morgan Stanley & Co., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.