CRD: 287512
Silver Grove Advisory Services
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- Custodian
- Broadridge · Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2017
- Office Locations
- 11
Office Locations
About Silver Grove Advisory Services
Silver Grove Advisory Services is a New York–based advisory firm offering wealth management, financial wellness planning, and asset-protection/insurance guidance. The team serves clients across asset levels—from new savers to established investors—with a customized planning approach. Portfolios are implemented primarily with public funds and ETFs, and the firm differentiates with hyper-local financial education and regular charitable giving.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN SEUFERT
Chief Compliance Officer, Vice President
- CRD
- #5551651
- Ownership
- 50% but less than 75%
JASON JOSEPH WEBER
President
- CRD
- #5522878
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL RICHARD BECHT
--
- CRD
- #2906349
RICHARD CERMINARA SR
--
- CRD
- #1743304
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $453,582,536 | $152,773 |
| Non-Discretionary | $0 | -- |
| Total | $453,582,536 | $152,773 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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