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Annette Olday

Silver Grove Advisory Services
22 Years of Experience
Hamburg, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Annette Olday is a registered investment advisor at Silver Grove Advisory Services, based in Hamburg, NY, with 22 years of industry experience. Annette 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
—
View Full SEC Brochure

Location

4500 Southwestern Blvd., Suite 100, Hamburg, NY, 14075

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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 ActivitiesSells Insurance

Annette receives commission trails from non-variable insurance products and has a financial duty to Meridia Community Federal Credit Union. She is also an agent for Specific Solutions and multiple outside carriers, selling non-variable insurance, and spends about half of her time providing investment advisory services through Silver Grove Advisory Services.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
October 2015 - Present · 11 yrs
Previous Registrations
LPL Financial LLC
August 2021 - September 2021 · 1 mo
MML Investors Services, LLCBroker
July 2003 - June 2015 · 11 yrs 11 mos
State Registrations7 states
FLMINCNJNYPAVA
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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