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Ryan Seufert

17 Years of Experience
BrokerSells Insurance
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 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 1 mo
LPL Financial LLC
December 2012 - Present · 13 yrs 2 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 2 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
Exams
No exam information available for this advisor.
Ryan Seufert - Financial Advisor | TrueAdvisor