Mark A. Kirchmyer

SILVER GROVE ADVISORY SERVICES

Orchard Park, NY 14127

Some features on this profile are disabled

CRD#: 1356348

Professional summary

Mark A Kirchmyer, who also goes by Mark Alan Kirchmyer, is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Orchard Park, New York.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mark has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Alan Kirchmyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 01/10/2018 - Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/29/2017 - 160 Hours Per Month / 8 Hours During Trading - 100% Time Spent - I provide investment advisory services through Silver Grove Advisory Services, an independent investment advisor firm. I started this business activity on 12/08/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 01/10/2018 - Silver Grove Advisory Services - DBA: Silver Grove Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 11/29/2017 - 160 Hours Per Month / 8 Hours During Trading - 100% Time Spent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark A Kirchmyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 16, 2021 - Present

SILVER GROVE ADVISORY SERVICES

Office #1: 400 Sterling Drive, Orchard Park, NY 14127

RIA

CRD#: 287512

Orchard Park, NY

Past

December 11, 2017 - October 2, 2025

LPL FINANCIAL LLC

CRD#: 6413

ORCHARD PARK, NY

Past

July 30, 2009 - December 12, 2017

KEY INVESTMENT SERVICES LLC

CRD#: 136300

Amherst, NY

Past

January 5, 2005 - July 27, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

HAMBURG, NY

Past

May 1, 1995 - January 3, 2005

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

July 2, 1990 - May 1, 1995

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

March 11, 1988 - July 24, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

March 11, 1988 - July 24, 1990

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

June 2, 1986 - February 27, 1988

NORTH AMERICAN INVESTMENT CORP.

CRD#: 7568

Past

April 24, 1985 - June 16, 1986

EMPIRE NATIONAL SECURITIES, INCORPORATED

CRD#: 7361

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILVER GROVE ADVISORY SERVICES

SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES

CRD#: 287512 / SEC#: 801-110045

RIA

Registered Investment Advisory firm - (3/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/6/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/16/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

SILVER GROVE ADVISORY SERVICES

SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES

CRD#: 287512 / SEC#: 801-110045

RIA

Registered Investment Advisory firm - (3/9/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

400 Sterling Drive, Orchard Park, NY 14127

Mailing Address

Phone number

(716) 800-4291

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVER GROVE FORM ADV PART 2A (3/20/2025)

SILVER GROVE FORM ADV WRAP FEE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,582
AUM (Assets Under Management)	$ 326,596,386

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Michael Gimlin

LPL FINANCIAL LLC

IAR

Williamsville, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark A. Kirchmyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark A Kirchmyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

KEY INVESTMENT SERVICES LLC

UVEST FINANCIAL SERVICES GROUP, INC.

M&T SECURITIES, INC.

IFMG SECURITIES, INC.

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

NORTH AMERICAN INVESTMENT CORP.

EMPIRE NATIONAL SECURITIES, INCORPORATED

Primary Firm SEC Registration

SILVER GROVE ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2012

Series 63

Date: 5/6/1985

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

Series 26

Date: 1/16/2004

Current Firm

SILVER GROVE ADVISORY SERVICES

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER GROVE ADVISORY SERVICES

TRUST BUT VERIFY

Contact information

Similar Advisors