Curtis
Hughes

Grove Point Advisors, LLC

CRD#4158693
Investment Advisor
in Tustin, CA

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About this Advisor

Curtis Hughes is a financial advisor based out of Tustin, California who has 2 years of relevant experience. Hughes works at Grove Point Advisors, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner, Bank Of America, N.A, Waddell & Reed, Inc, Matthew P Hoyt, Grove Point Advisors, LLC, Grove Point Investments, LLC, Conway Investment Partners, H. Beck, Inc, Various Insurance Carriers For W&R Insurance Agencies and Renew Real Estate Services. Hughes has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Grove Point Advisors, LLC is a registered investment firm that has its headquarters in Rockville, MD. The firm has offices in 208 locations and a total of 333 people on staff. It manages $2 billion in total assets across its 8,355 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 19 charitable organizations. Of its 8,355 client accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. Grove Point Advisors, LLC performs a broad 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. A financial advisor's fee schedules largely are based on which service is offered. Fees billed by Grove Point Advisors, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

17862 East 17Th Street Suite 212
Tustin, CA 92780

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

CA Average: $6,889,882,315
Total Number of Employees

333

CA Average: 45
Total Number of Accounts

8,355

CA Average: 765
Average Account Size

$230,614

CA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Curtis Hughes Work History

Curtis has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Conway Investment Partners

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

2015 - 2021 (6 years)

H. Beck, Inc

2013 - 2015 (2 years)

Waddell & Reed, Inc

2013 - 2018 (5 years)

Matthew P Hoyt

2013 - 2015 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner

2012 - 2013 (1 year)

Bank Of America, N.A

2006 - 2013 (7 years)

Renew Real Estate Services

*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 Curtis Hughes 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

Michael Dearing
Rockville, MD
Nick Twentyfive
Victor, NY
Nicholas Johnson
Rockville, MD
Daniel Wheeler
Lutherville Timonium, MD
Carl Morreale
Wheaton, IL
Thomas Gervase
Rockville, MD
Louis Nemeth
Bethlehem, PA
Kimberly Douglas
Rockville, MD

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.

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