Tristan
Cort

Grove Point Advisors, LLC

CRD#7657322
Investment Advisor
in Lakewood Ranch, FL

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About this Advisor

Tristan Cort is a financial advisor based out of Lakewood Ranch, Florida. Cort is an advisor for Grove Point Advisors, LLC. During their career, the advisor has held roles at Cort Financial Consultants, American Brokerage Services, Lifetime Fitness, Florida Atlantic University, Summit Public Schools, Grove Point Investments LLC and Grove Point Advisors LLC. Cort has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Grove Point Advisors, LLC is a company operating out of Rockville, MD. The investment advisory business has offices in 208 locations and a total of 333 advisors. It manages $2 billion in assets under management among its 8,355 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 19 charitable organizations. Of its 8,355 accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Grove Point Advisors, LLC offers 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. Fees for financial advice typically vary depending on which service is offered. Fee types billed by Grove Point Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Lakewood Ranch, FL

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

FL Average: 45
Total Number of Accounts

8,355

FL Average: 765
Average Account Size

$230,614

FL 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

Tristan Cort Work History

Tristan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Grove Point Advisors LLC

2022 - Present (2 years)

Grove Point Investments LLC

2018 - Present (6 years)

Cort Financial Consultants

2017 - 2018 (1 year)

American Brokerage Services

2017 - 2018 (1 year)

Lifetime Fitness

2016 - 2021 (5 years)

Florida Atlantic University

2012 - 2016 (4 years)

Summit Public Schools

*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 Tristan Cort 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

Daniel Wheeler
Lutherville Timonium, MD
Andrea Klipfel
Paso Robles, CA
Kevin Klipfel
Paso Robles, CA
Kyle Braender
Trenton, NJ
Stephanie Bell
Rockville, MD
Carl Morreale
Wheaton, IL
Thomas Gervase
Rockville, MD
Louis Nemeth
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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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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