Adviser and broker representative · Silver Oak Securities, Incorporated
Richard G. Grucz
CRD 1525599 · Allen Park, MI
At a glance
Richard G. Grucz is an investment adviser representative with Silver Oak Securities, Incorporated in Allen Park, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2004, about 22 years ago. Richard is also registered as a broker representative.
Current advisory firm
- Silver Oak Securities, IncorporatedSince August 2020Allen Park, MI · $2.4B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Silver Oak Securities, Incorporated
- Robert P. AhlerKnoxville
- James D. AndersonLouisville
- John E. BankoParker
- Lori M. BaroneBurr Ridge · Certified Financial Planner
- Kathleen BarrettChandler
- Jerald A. BennettSellersburg
- Zachary N. BennettSellersburg
- Bruce A. BermanWilmette
Every advisor at Silver Oak Securities, Incorporated →Silver Oak Securities, Incorporated: assets, clients and custodians →Financial advisors in Allen Park, MI →Advisor Moves: who changed firms this week →