Bruce
Branstine
Grove Point Advisors, LLC
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About this Advisor
Bruce Branstine is a certified financial planner working out of Rockville, Maryland who has 1 year of relevant experience. Branstine is an employee of Grove Point Advisors, LLC. The advisor has gained experience at U.S. Trust/Bank Of America Private Wealth Management, Comerica Bank, Guardian Life Ins, Park Avenue Securities, Grove Point Advisors LLC, First Allied Securities Inc, Edward Jones, Mission Hospital, The Salvation Army, Equity Services, Inc, National Life Group and Grove Point Investments LLC. Branstine maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in California. Grove Point Advisors, LLC is an advisory firm that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 financial advisors. It manages $2 billion in assets across its 8,355 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 19 charities and foundations. Of its 8,355 accounts, 18% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Grove Point Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bruce Branstine Work History
Bruce has been registered as a financial advisor for 1 years.*
Grove Point Advisors LLC
Grove Point Investments LLC
Equity Services, Inc
National Life Group
Edward Jones
First Allied Securities Inc
Mission Hospital
Guardian Life Ins
Park Avenue Securities
Comerica Bank
U.S. Trust/Bank Of America Private Wealth Management
The Salvation Army
*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 Bruce Branstine 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 Grove Point Advisors, LLC
Victor, NY
Lutherville Timonium, MD
Paso Robles, CA
Wheaton, IL
Rockville, MD
Rockville, MD
Rockville, MD
Bethlehem, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
