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Mark A Kirchmyer

Silver Grove Advisory Services

Orchard Park, NY

CRD 1356348

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Employer firm

Silver Grove Advisory Services CRD 287512

$454M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLAN CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Silver Grove Advisory Services

400 Sterling Drive, Orchard Park, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-16
  • NY RA
    APPROVED
    Since 2021-08-16

Branch Locations

400 Sterling Drive, Orchard Park, NY 14127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Buffalo NY 07/2009 12/2017
Lpl Financial Llc Orchard Park NY 12/2017 Present
Silver Grove Advisory Services Orchard Park NY 12/2017 Present
  • 07/2009 → 12/2017
    Key Investment Services Llc
    Buffalo, NY
  • 12/2017 → Present
    Lpl Financial Llc
    Orchard Park, NY
  • 12/2017 → Present
    Orchard Park, NY
Other Businesses

1) 01/10/2018 - Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/29/2017 - 160 Hours Per Month / 8 Hours During Trading - 100% Time Spent - I provide investment advisory services through Silver Grove Advisory Services, an independent investment advisor firm. I started this business activity on 12/08/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 2) 01/10/2018 - Silver Grove Advisory Services - DBA: Silver Grove Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 11/29/2017 - 160 Hours Per Month / 8 Hours During Trading - 100% Time Spent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-30
S63 Uniform Securities Agent State Law Examination 1985-05-06
  • S66 Uniform Combined State Law Examination
    2012-08-30
  • S63 Uniform Securities Agent State Law Examination
    1985-05-06
Other Names
  • Mark Alan Kirchmyer

View on SEC IAPD

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