Noah
Robinson

Grove Point Advisors, LLC

CRD#5697334
Investment Advisor
in Chicago, IL

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About this Advisor

Noah Robinson is a financial advisor operating in Chicago, Illinois with a total of 2 years of industry experience. Robinson is an employee of Grove Point Advisors, LLC. Over the course of their career, Robinson has held roles at Freedom Insurance Consulting, LLC, Neighborhood Home Loans, Next Financial Group, Grove Point Investments, LLC, Loan Depot and Grove Point Advisors, LLC. Robinson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Grove Point Advisors, LLC is a company based in Rockville, MD. It has offices in 208 locations and a total of 333 financial advisors. It has $2 billion in total assets across its 8,355 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 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 assets available to invest. Grove Point Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Grove Point Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

1016 West Jackson Suite 314
Chicago, IL 60607

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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

Noah Robinson Work History

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

2021 - Present (3 years)

Grove Point Advisors, LLC

2020 - Present (4 years)

Grove Point Investments, LLC

2020 - 2021 (1 year)

Loan Depot

2019 - 2020 (1 year)

Neighborhood Home Loans

2014 - 2020 (6 years)

Next Financial Group

2009 - 2020 (11 years)

Freedom Insurance Consulting, 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 Noah Robinson 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

Michael Dearing
Rockville, MD
Carl Morreale
Wheaton, IL
Nicholas Johnson
Rockville, MD
Daniel Wheeler
Lutherville Timonium, MD
Louis Nemeth
Bethlehem, PA
Andrea Klipfel
Paso Robles, CA
Kimberly Douglas
Rockville, 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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