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Nathan R. Severson

SILVER GROVE ADVISORY SERVICES
ORCHARD PARK, NY 14127
CRD#: 8102240
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Nathan R SeversonSILVER GROVE ADVISORY SERVICES

Professional summary

Nathan R Severson is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Orchard Park, New York.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nathan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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 Nathan R Severson'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

March 23, 2026 - Present

SILVER GROVE ADVISORY SERVICES

Office #1: 400 Sterling Drive, Orchard Park, NY 14127
RIA
CRD#: 287512
ORCHARD PARK, 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.

Highlighted states indicate IAR registrations

IAR
New York
(3/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2026
Uniform Investment Adviser Law Examination

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)

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#: 287512Orchard Park, NY 14127

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