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AO

Annette J. Olday

SILVER GROVE ADVISORY SERVICES
HAMBURG, NY 14075
Some features on this profile are disabled
CRD#: 4682616
AO

Professional summary

Annette J Olday, who also goes by Annette Jean Olday, Annette Jean Picciano, Annette J Picciano, is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Hamburg, New York and LPL FINANCIAL LLC located in Hamburg, New York.

Annette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Annette has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Annette Jean Olday | Annette Jean Picciano | Annette J Picciano

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annette J Olday'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 12, 2021 - Present

SILVER GROVE ADVISORY SERVICES

Office #1: 4500 Southwestern Blvd. Suite 100, Hamburg, NY 14075
RIA
CRD#: 287512
HAMBURG, NY
Current

October 2, 2015 - Present

LPL FINANCIAL LLC

Office #1: 4500 Southwestern Blvd, Hamburg, NY 14075
RIA
BD
CRD#: 6413
Hamburg, NY
Past

August 3, 2021 - September 7, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
Hamburg, NY
Past

July 28, 2003 - June 15, 2015

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HAMBURG, NY

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".
SG
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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/3/2016)
RR
Michigan
(2/4/2016)
RR
New Jersey
(9/27/2016)
RR
New York
(10/2/2015)
IAR
New York
(8/12/2021)
RR
North Carolina
(10/19/2022)
RR
Pennsylvania
(5/10/2022)
RR
Virginia
(2/23/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/8/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SG
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)
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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
16

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,582
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.

Company Information

SILVER GROVE ADVISORY SERVICES

CRD#: 287512Hamburg, NY 14075

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