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Ryan Seufert

Silver Grove Advisory Services
18 Years of Experience
Orchard Park, NY
BrokerSells Insurance
View SEC Summary
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Ryan Seufert is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 18 years of industry experience. Ryan 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

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 ActivitiesSells Insurance

Ryan is involved in several business activities, including Legal Shield (minimal time), Silver Grove Financial Group (DBA for LPL business), Silver Grove Advisory Services (investment advisory services, about half his time), Sterling Tax & Accounting Inc. (tax prep/accounting, a few hours per week), and notary public services (minimal time). He also owns multiple real estate rental properties.

Employment History
Current Registrations
Silver Grove Advisory Services
January 2020 - Present · 6 yrs 9 mos
LPL Financial LLC
December 2012 - Present · 13 yrs 10 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
LPL Financial LLC
September 2016 - August 2017 · 11 mos
Metlife Securities INC.Broker
April 2009 - December 2012 · 3 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
August 2008 - March 2009 · 7 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIILINKYMAMDMEMIMNMTNCNHNJNVNYOHOKPARISCTNTXVAWAWIWY
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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