Daniel
Searles
Grove Point Advisors, LLC
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About this Advisor
Daniel Searles is a financial advisor who works in Saint Simons Island, Georgia with a total of 1 year of industry experience. Searles works at Grove Point Advisors, LLC. Over the course of their career, they have held roles at Student, Grove Point Investments LLC and Grove Point Advisors LLC. Searles holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Maryland. Grove Point Advisors, LLC is an advisory company headquartered in Rockville, MD. The company has offices in 208 locations and a total of 333 financial advisors. It manages $2 billion in assets across its 8,355 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 8,355 accounts, 18% belong to high-net-worth investors who have at least $1 million in assets. Grove Point Advisors, LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees depend on which services the firm provides the client. However, fee types charged by Grove Point Advisors, LLC likely are comprised 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
Daniel Searles Work History
Daniel has been registered as a financial advisor for 1 years.*
Grove Point Advisors LLC
Grove Point Investments LLC
Student
*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 Daniel Searles 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
Rockville, MD
Paso Robles, CA
Rockville, MD
Lutherville Timonium, MD
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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