John
Robertson
Grove Point Advisors, LLC
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About this Advisor
John Robertson is a financial advisor based in Rockville, Maryland with 1 year of industry experience. Robertson is an employee of Grove Point Advisors, LLC. Throughout their career, they have worked at Securities Service Network, LLC, Grove Point Investments, LLC and Safe Money Concepts LLC. Robertson has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Maryland. Grove Point Advisors, LLC is a company operating out of Rockville, MD. The firm has offices in 208 locations and a total of 333 people on staff. It administers $2 billion in total assets among its 8,355 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 8,355 accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets. Grove Point Advisors, LLC 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Grove Point Advisors, LLC may include any combination 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
John Robertson Work History
John has been registered as a financial advisor for 1 years.*
Grove Point Investments, LLC
Safe Money Concepts LLC
Securities Service Network, 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 John Robertson 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
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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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