RF
RF

Ryan Ficorilli

22 Years of Experience
Williamsville, NY
2 Disclosures

Ryan Ficorilli is a registered investment advisor at Silver Grove Advisory Services, based in Williamsville, NY, with 22 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.

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

2821 Wehrle Dr., Suite 4, Williamsville, NY, 14221

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History

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 · 5 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
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

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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