John
Rusciolelli

Grove Point Advisors, LLC

CRD#2266047
Investment Advisor
in Washington, DC

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About this Advisor

John Rusciolelli is a chartered financial consultant working out of Washington, District Of Columbia with a total of 2 years of industry experience. Rusciolelli is an employee of Grove Point Advisors, LLC. Their career trajectory has included roles at Grove Point Advisors, LLC, Grove Point Investments, LLC and Massachusetts Mutual Life Insurance Comp. Rusciolelli maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in District Of Columbia. Grove Point Advisors, LLC is a company that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 employees. It manages $2 billion in total assets among its 8,355 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 8,355 accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Grove Point Advisors, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Grove Point Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

1455 Pennsylvania Avenue Nw Suite 400
Washington, DC 20004

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

DC Average: 45
Total Number of Accounts

8,355

DC Average: 765
Average Account Size

$230,614

DC 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

John Rusciolelli Work History

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

2021 - Present (3 years)

Grove Point Advisors, LLC

2008 - Present (16 years)

Grove Point Investments, LLC

1991 - Present (33 years)

Massachusetts Mutual Life Insurance Comp

*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 John Rusciolelli 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

Carl Morreale
Wheaton, IL
Stephanie Bell
Rockville, MD
Michael Dearing
Rockville, MD
Andrea Klipfel
Paso Robles, CA
Nick Twentyfive
Victor, NY
Daniel Wheeler
Lutherville Timonium, MD
Nicholas Johnson
Rockville, MD
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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