David
Grabner
Grove Point Advisors, LLC
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About this Advisor
David Grabner is a financial advisor operating in Lutherville Timonium, Maryland who has 2 years of relevant experience. Grabner is currently employed by Grove Point Advisors, LLC. The advisor has gained experience at H. Beck, Inc, H.P Executive Group. L.L.C, Grove Point Advisors, LLC and Grove Point Investments, LLC. Grabner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Maryland. Grove Point Advisors, LLC is an advisory business based in Rockville, MD. The company has offices in 208 locations and a total of 333 employees. It controls $2 billion in assets under management among its 8,355 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 19 charitable organizations. Of its 8,355 client accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides 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 fee schedules usually vary depending on the services offered. Fees billed by Grove Point Advisors, LLC can include 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
David Grabner Work History
David has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
H.P Executive Group. L.L.C
H. Beck, Inc
*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 David Grabner 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
Paso Robles, CA
Paso Robles, CA
Bethlehem, PA
Trenton, NJ
Victor, NY
Rockville, MD
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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