James
Mcelroy
Grove Point Advisors, LLC
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About this Advisor
James Mcelroy is a financial advisor based out of Long Beach, California who has 2 years of industry experience. Mcelroy is an advisor for Grove Point Advisors, LLC. Over the course of their career, Mcelroy has held roles at Self Employment, Grove Point Investments, LLC, Diversified Securities, Inc and Grove Point Advisors, LLC. Mcelroy holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Grove Point Advisors, LLC is a registered investment firm that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 people on staff. It manages $2 billion in assets between its 8,355 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 19 charities and foundations. Of its 8,355 client accounts, 18% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. Fee types billed by Grove Point Advisors, LLC most likely include any blend 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
James Mcelroy Work History
James has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Diversified Securities, Inc
Grove Point Investments, LLC
Self Employment
*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 James Mcelroy 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
Rockville, MD
Trenton, NJ
Rockville, MD
Paso Robles, CA
Rockville, MD
Wheaton, IL
Victor, NY
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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