Julianne Incardona has been an investment adviser representative at Silver Grove Financial Group since August 2021, and is not listed among the firm’s executive officers or direct owners.
Silver Grove Financial Group, Inc. is an Orchard Park, NY firm with $454M under management, 2,150 clients and 17 advisers across 11 offices, as of its August 2026 filing.
Julianne Incardona is Financial Planning & Estate Services Manager of Silver Grove Financial Group, Inc. She has worked in the financial industry for over three decades. She leads the firm's Financial & Estate Planning Division, which covers investment management, comprehensive financial planning, estate planning and legacy strategy, and she founded Turning Tides ~ Divorce Solutions, a division offering divorce financial analysis and strategy.
Julianne Incardona’s longest registration is the current one, 5 years at Silver Grove Financial Group since 2021. Before joining Silver Grove Financial Group in 2021, Julianne Incardona was registered through LPL Financial LLC and M&T Securities, Inc.
- – present · 5 yearsWilliamsville, NY · Adviser representative · Firm CRD 287512
- LPL Financial LLC– · 3 yearsOrchard Park, NY · Adviser representative · Firm CRD 6413
- M&T Securities, Inc.– · 1 yearBuffalo, NY · Adviser representative · Firm CRD 17358
Professional designations
Listed by Silver Grove Financial Group
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Julianne Incardona is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 12 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 15 December 2008 |
| Series 7 | General Securities Representative Examination | 19 February 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 April 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4205675
- Firm
- Silver Grove Financial Group · CRD 287512
- Office
- 5500 MAIN STREET, STE 215, Williamsville, NY 14221
- Registration
- Investment adviser registration
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- silvergrovegroup.com
Where does Julianne Incardona work?
Julianne Incardona is an investment adviser representative registered through Silver Grove Financial Group, Inc. since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Julianne Incardona a financial advisor?
Yes. Julianne Incardona has a current investment-adviser registration in New York, through Silver Grove Financial Group since August 2021.
How many years of experience does Julianne Incardona have?
Julianne Incardona has 25 years in the financial industry, since December 2000, across 3 adviser firms.
What exams has Julianne Incardona passed?
Julianne Incardona has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 26. The earliest, the Series 6, was passed in December 2000. FINRA credited Julianne Incardona with the SIE, which began in October 2018.
Where did Julianne Incardona work before Silver Grove Financial Group?
Before Silver Grove Financial Group, Julianne Incardona was registered through LPL Financial LLC, October 2013 to August 2017; M&T Securities, Inc., January 2012 to October 2013.
Where is Julianne Incardona based?
Julianne Incardona’s registered office is in Williamsville, NY.
Is Julianne Incardona registered with FINRA?
No. Julianne Incardona has no current broker registration.
How can I verify Julianne Incardona’s record?
Search CRD 4205675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julianne Incardona’s full registration record.
