Julianne
Lepo
Silver Grove Advisory Services
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About this Advisor
Julianne Lepo is a financial advisor based out of Orchard Park, New York with 2 years of industry experience. Lepo is an advisor for Silver Grove Advisory Services. Throughout their career, they have worked at Silver Grove Advisory Services, M&T Securities, Inc and Lpl Financial, LLC. Lepo maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New York. Silver Grove Advisory Services is an advisory company based in Orchard Park, NY. The company has offices in eight locations and a total of 15 people on staff. It administers $235 million in assets across its 2,010 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 2,010 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. Silver Grove Advisory Services has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Silver Grove Advisory Services may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Grove Advisory Services Brokerage Details
$235,351,513
15
2,010
$117,090
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Julianne Lepo Work History
Julianne has been registered as a financial advisor for 2 years.*
Silver Grove Advisory Services
Lpl Financial, LLC
Lpl Financial, LLC
M&T Securities, Inc
M&T Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julianne Lepo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silver Grove Advisory Services
Orchard Park, NY
Orchard Park, NY
Orchard Park, NY
Orchard Park, NY
Orchard Park, NY
Orchard Park, NY
Orchard Park, NY
Saranac Lake, NY
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