Robert
Lester
Grove Point Advisors, LLC
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About this Advisor
Robert Lester is a financial advisor operating in Wellington, Florida with a total of 2 years of industry experience. Lester is an employee of Grove Point Advisors, LLC. The advisor has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Vandelay Financial Group (Dba), Online Training, Inc, Grove Point Investments, LLC and Grove Point Advisors, LLC. Lester has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Grove Point Advisors, LLC is a financial advisory business that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 advisors. It manages $2 billion in assets under management between its 8,355 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 19 charitable organizations. Of its 8,355 client accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Grove Point Advisors, LLC performs a diverse assortment of services, such as 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 largely are based on the financial services offered. Fee types charged by Grove Point Advisors, LLC most likely are comprised of any 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
Robert Lester Work History
Robert has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Vandelay Financial Group (Dba)
Online Training, Inc
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Robert Lester 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
Rockville, MD
Wheaton, IL
Lutherville Timonium, MD
Rockville, MD
Paso Robles, CA
Bethlehem, PA
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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