JI
JI

Julianne Incardona

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

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Location

400 Sterling Drive, Orchard Park, NY, 14127

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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

Julianne operates Turning Tides Financial, LLC as a registered investment advisor DBA since 2017, providing investment advisory services through Silver Grove Financial Group. She spends nearly full-time on this activity.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
October 2013 - January 2024 · 10 yrs 3 mos
LPL Financial LLC
October 2013 - August 2017 · 3 yrs 10 mos
M&t Securities, INC.
January 2012 - October 2013 · 1 yr 9 mos
M&t Securities, INC.Broker
December 2000 - October 2013 · 12 yrs 10 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.