KL
Kyle A. Leikam
SILVER GROVE ADVISORY SERVICES | Financial Advisor
Orchard Park, NY 14127
Some features on this profile are disabled
CRD#: 5865848
KL
Professional summary
Kyle A Leikam, who also goes by Kyle A Leikam, 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.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kyle has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle A Leikam
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) 07/10/2023 - Silver Grove Financial Group Inc / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month 2) 07/17/2023 - Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 7/12/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide investment advisory services through Silver Grove Financial Group, Inc, an independent investment advisor firm. I started this business activity in 07/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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. 3) 9/11/2023: PROSPERITY CAPITAL WEALTH MANAGEMENT, LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 8/21/2023; 100 hrs/mo.; 6hrs during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle A Leikam'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
July 11, 2023 - Present
SILVER GROVE ADVISORY SERVICES
Office #1: 400 Sterling Drive, Orchard Park, NY 14127RIA
CRD#: 287512
Orchard Park, NY
Current
July 10, 2023 - Present
LPL FINANCIAL LLC
Office #1: 400 Sterling Drive, Orchard Park, NY 14127RIA
BD
CRD#: 6413
Orchard Park, NY
Past
June 25, 2019 - July 12, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JAMESTOWN, NY
Past
June 24, 2019 - July 12, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JAMESTOWN, NY
Past
November 1, 2016 - June 26, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
HAMBURG, NY
Past
October 31, 2016 - June 26, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
HAMBURG, NY
Past
July 19, 2012 - November 8, 2016
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
CASSADAGA, NY
Past
July 18, 2012 - November 8, 2016
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
CASSADAGA, NY
Past
January 21, 2011 - July 24, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WILLIAMSVILLE, NY
Past
December 7, 2010 - July 24, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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
Florida(7/10/2023)
RR
New York(7/10/2023)
IAR
New York(7/11/2023)
RR
South Carolina(7/10/2023)
RR
Virginia(7/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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
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
Financial AdvisorCRD#: 287512Orchard Park, NY 14127TRUST BUT VERIFY
Monitor Kyle Leikam
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
