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Mark Procknal

Silver Grove Advisory Services
38 Years of Experience
Williamsville, NY
Broker
View SEC Summary
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Mark Procknal is a registered investment advisor at Silver Grove Advisory Services, based in Williamsville, NY, with 38 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.

Silver Grove Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,150 clients
Average Client Portfolio
$211K average
Assets Under Management
$453.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

19 S Long St, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark provides investment advisory services through Silver Grove Advisory Services Inc. He dedicates about half of his time to this investment-related activity.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
March 1995 - Present · 31 yrs 7 mos
Previous Registrations
Princor Financial Services CorporationBroker
March 1991 - March 1995 · 4 yrs
Empire National Securities, IncorporatedBroker
June 1989 - March 1991 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
December 1987 - May 1989 · 1 yr 5 mos
State Registrations7 states
CAFLNCNJNYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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