Daniel
Wheeler
Grove Point Advisors, LLC
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About this Advisor
Daniel Wheeler is a financial advisor who works out of Lutherville Timonium, Maryland, with 2 years of industry experience. Wheeler currently works for Grove Point Advisors, LLC. The advisor has gained experience at New York Life Insurance Company, Nylife Securities, LLC, H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Wheeler holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Grove Point Advisors, LLC is a financial advisory business operating out of Rockville, MD. The firm has offices in 208 locations and a total of 333 employees. It has $2 billion in assets under management between its 8,355 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 19 charities and foundations. Of its 8,355 accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets. The business provides a wide range 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 advisory fee schedules typically are based on the type of services provided. Fee types charged by Grove Point Advisors, LLC most likely are comprised of any blend 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 Wheeler Work History
Daniel has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
H. Beck, Inc
New York Life Insurance Company
Nylife 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 Daniel Wheeler 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
Rockville, MD
Victor, NY
Rockville, MD
Lutherville Timonium, MD
Rockville, MD
Rockville, MD
Trenton, NJ
Rockville, MD
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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