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Annette J Olday

Investment adviser representative at Silver Grove Advisory Services
18 yearsExperience
1 stateRegistered in
$453.6MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Silver Grove Advisory ServicesMar 2017 to now
  2. LPL Financial LLCOct 2015 to now
  3. Meridia Community FcuNov 2008 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003

State registrations

Registered as an investment adviser representative in 1 state (NY).

Silver Grove Advisory Services

Legal name: Silver Grove Financial Group, Inc.

$453.6MAssets managed
2,150Clients
17Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4682616
Firm CRD
287512
Advisor's SEC record (opens in a new tab)
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