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Julianne Incardona

Investment Adviser Representative at SILVER GROVE ADVISORY SERVICES

Williamsville, NYCRD #4205675Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Julianne Incardona has worked in the securities industry since 2000. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/17/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 4/21/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/19/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/8/2000
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/15/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Silver Grove Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SILVER GROVE ADVISORY SERVICESCurrent
8/12/2021Williamsville, NY
LPL FINANCIAL LLC
10/4/20138/31/2017Orchard Park, NY
M&T SECURITIES, INC.
1/17/201210/8/2013Buffalo, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julianne Incardona has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Julianne Incardona - Financial Advisor in Williamsville, NY | AdvisorFinder