Carl
Morreale

Grove Point Advisors, LLC

CRD#4775296
Investment Advisor
in Wheaton, IL

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About this Advisor

Carl Morreale is a financial advisor working in Wheaton, Illinois who has 2 years of industry experience. Morreale is on the advisory team at Grove Point Advisors, LLC. Morreale has gained experience at Mds Energy Development, LLC, Mds Securities, LLC, Fsc Securities Corp, Grove Point Investments, LLC and Grove Point Advisors, LLC. Morreale has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Grove Point Advisors, LLC is a business headquartered in Rockville, MD. The company has offices in 208 locations and a total of 333 employees. It handles $2 billion in total assets across its 8,355 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 client accounts, 18% are associated with high-net-worth clients who have more than $1 million in investable assets. Grove Point Advisors, LLC provides a wide array 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 vary depending on which services the firm provides the client. Fee types charged by Grove Point Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

214 West Willow Unit 100
Wheaton, IL 60187

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

IL Average: 45
Total Number of Accounts

8,355

IL Average: 765
Average Account Size

$230,614

IL 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

Carl Morreale Work History

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

2021 - Present (3 years)

Grove Point Advisors, LLC

2016 - Present (8 years)

Grove Point Investments, LLC

2015 - 2016 (1 year)

Fsc Securities Corp

2013 - 2015 (2 years)

Mds Energy Development, LLC

2013 - 2015 (2 years)

Mds Securities, LLC

*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 Carl Morreale 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

Louis Nemeth
Bethlehem, PA
Stephanie Bell
Rockville, MD
Nicholas Johnson
Rockville, MD
Kimberly Douglas
Rockville, MD
Michael Dearing
Rockville, MD
Kevin Klipfel
Paso Robles, CA
Daniel Wheeler
Lutherville Timonium, MD
Kyle Braender
Trenton, NJ

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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