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Kyle Leikam

Silver Grove Advisory Services
15 Years of Experience
Orchard Park, NY
Broker
View SEC Summary
View SEC Summary

Kyle Leikam is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 15 years of industry experience. Kyle 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

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

Kyle operates his LPL business through Silver Grove Financial Group Inc. and Prosperity Capital Wealth Management, LLC, and provides investment advisory services through Silver Grove Advisory Services, dedicating full-time hours to these activities.

Employment History
Current Registrations
Silver Grove Advisory Services
July 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - July 2023 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2019 - July 2023 · 4 yrs 1 mo
LPL Financial LLC
November 2016 - June 2019 · 2 yrs 7 mos
LPL Financial LLCBroker
October 2016 - June 2019 · 2 yrs 8 mos
Invest Financial Corporation
July 2012 - November 2016 · 4 yrs 4 mos
Invest Financial CorporationBroker
July 2012 - November 2016 · 4 yrs 4 mos
AXA Advisors, LLC
January 2011 - July 2012 · 1 yr 6 mos
AXA Advisors, LLCBroker
December 2010 - July 2012 · 1 yr 7 mos
State Registrations4 states
FLNYSCVA
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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