Theresa
Weil
Grove Point Advisors, LLC
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About this Advisor
Theresa Weil is a financial advisor operating in Fort Lauderdale, Florida who has 2 years of industry experience. Weil is an advisor for Grove Point Advisors, LLC. During their career, Weil has held roles at Franchise Business Systems Inc, Grove Point Advisors, LLC, Grove Point Investments, LLC, Naked Accounting, H. Beck, Inc, Lifestyle Resources, Inc, Seadawgs Education Xchange, Inc, Something More, Inc, Lifetime Resoureces, Inc and Rms Accounting. Weil maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in Florida. Grove Point Advisors, LLC is a registered investment company operating out of Rockville, MD. The firm has offices in 208 locations and a total of 333 people on staff. It administers $2 billion in total assets between its 8,355 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 8,355 client accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has 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. Financial advisory fee schedules depend on which services the firm provides the client. Fees charged by Grove Point Advisors, LLC most likely consist 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
Theresa Weil Work History
Theresa has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Seadawgs Education Xchange, Inc
Something More, Inc
Franchise Business Systems Inc
Naked Accounting
Rms Accounting
H. Beck, Inc
Lifestyle Resources, Inc
Lifetime Resoureces, Inc
*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 Theresa Weil 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
Paso Robles, CA
Trenton, NJ
Wheaton, IL
Rockville, MD
Lutherville Timonium, MD
Rockville, MD
Rockville, MD
Paso Robles, CA
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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