RS
Ryan Seufert
SILVER GROVE ADVISORY SERVICES
Orchard Park, NY 14127
Some features on this profile are disabled
CRD#: 5551651
RS
Professional summary
Ryan Seufert, who also goes by Ryan Daniel Seufert, is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Orchard Park, New York and LPL FINANCIAL LLC located in Orchard Park, New York.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Daniel Seufert
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) 1/28/2013: LEGAL SHIELD - RYAN SEUFERT - Legal Services - TIME SPENT 5%. 2) 3/6/2013: SILVER GROVE FINANCIAL GROUP, INC.- DBA for LPL Business (entity for LPL business)- INV REL- At Reported Business Location(s). 3) 11/12/2013 - SILVER GROVE FINANCIAL GROUP, INC. - NON-VARIABLE INS - INV REL- At Reported Business Location(s)-10% OF TIME SPENT. 4) 7/25/2017- JNR Property Holdings, LLC - Inv Rel - Home Based, and Buffalo, Park Blasdell & West Seneca, NY - Real Estate Rental - Started11/01/2011 - 2 Hrs Per Month/1 Hr During Trading 5) 8/8/2017- Silver Grove Financial Group, Inc- Inv Rel- At Reported Business Location(s) - Registered Inv Advisor DBA - Started 4/01/2017 - 80 Hrs Per Month During Trading - I provide inv advisory services through Silver Grove Advisory Services Inc, an inv advisor firm. I started this business activity on 4/6/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV? 6) 8/8/2017- Silver Grove Advisory Services - Invt Rel - At Reported Business Location(s) - Registered Inv Advisor Hybrid- Started 4/01/2017- 80 Hrs Per Month During Trading - I provide inv advisory services through Silver Grove Advisory Services, an independent inv advisor firm. I started this business activity in 7/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firms Form ADV? 7) 10/27/2017 - Silver Grove Financial Group, Inc. - Inv Rel - Williamsville, New York- Real Estate Rental - Start Date11/01/2017 - 1 Hrs Per Month/0 Hours During Trading. 8) 1/21/2020 - Real Estate Rental- Inv Rel - Home Based & West Seneca, New York 14127 - Started12/05/2019 - 2 Hrs Per Month/0 Hours During Trading. 9) 12/7/2020 - Inv Rel - Home Based & Memphis, TN 38109 - Started8/05/2020 - 1 Hr Per Month/0 Hrs During Trading 10) 12/15/2021 - JNR Sterling LLC - Inv Rel - Hamburg NY 14075 - Real Estate Rental - Start Date12/14/2021 - 1 Hr Per Month/0 Hrs Dur Sec Trading. 11) 07/13/2022-Not Inv Rel - Ellicottville, NY 14731-Real Estate Rental-Start Date 07/11/2022-1 Hr A Month/0 Hrs During Trading. 12) 12/18/23- Sterling Tax & Accounting Inc.-Owner- Tax Prep/Accounting/CPA-INV REL-At Rep Bus Loc(s)-Start:8/21/23-10Hrs a Mth/1Hr During Trading 13) 08/09/2024 - Other - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 06/10/2024 - 1 Hour Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Seufert's 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®
NoneExperience
Current
January 17, 2020 - Present
SILVER GROVE ADVISORY SERVICES
Office #1: 400 Sterling Drive, Orchard Park, NY 14127RIA
CRD#: 287512
Orchard Park, NY
Current
December 19, 2012 - Present
LPL FINANCIAL LLC
Office #1: 400 Sterling Drive, Orchard Park, NY 14127Office #2: 2821 Wehrle Dr Ste 4, Williamsville, NY 14221RIA
BD
CRD#: 6413
Orchard Park, NY
Past
September 2, 2016 - August 31, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
WILLIAMSVILLE, NY
Past
April 14, 2009 - December 21, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WILLIAMSVILLE, NY
Past
August 5, 2008 - March 31, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WILLIAMSVILLE, 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
Alabama(5/22/2017)
RR
Arizona(3/28/2014)
RR
Arkansas(2/20/2018)
RR
California(1/12/2017)
RR
Colorado(3/6/2018)
RR
Connecticut(1/5/2019)
RR
Delaware(9/19/2018)
RR
District of Columbia(12/14/2016)
RR
Florida(2/6/2015)
RR
Georgia(5/24/2021)
RR
Hawaii(10/1/2025)
RR
Illinois(9/19/2018)
RR
Indiana(9/19/2018)
RR
Kentucky(6/30/2023)
RR
Maine(9/30/2024)
RR
Maryland(8/16/2013)
RR
Massachusetts(9/19/2018)
RR
Michigan(2/3/2016)
RR
Minnesota(1/20/2022)
RR
Montana(1/12/2017)
RR
Nevada(3/30/2016)
RR
New Hampshire(8/5/2019)
RR
New Jersey(6/20/2014)
RR
New York(12/19/2012)
IAR
New York(8/12/2021)
RR
North Carolina(3/31/2016)
RR
Ohio(10/28/2016)
RR
Oklahoma(5/14/2019)
RR
Pennsylvania(4/21/2016)
RR
Rhode Island(3/8/2024)
RR
South Carolina(5/9/2016)
RR
Tennessee(7/18/2025)
RR
Texas(6/17/2019)
IAR
Texas(1/17/2020)
RR
Virginia(1/12/2017)
RR
Washington(9/19/2018)
RR
Wisconsin(10/1/2025)
RR
Wyoming(9/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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
15
SEC notice filing (11 States and Territories)
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.
Company Information
SILVER GROVE ADVISORY SERVICES
CRD#: 287512Orchard Park, NY 14127TRUST BUT VERIFY
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