John
Robertson
Grove Point Advisors, LLC
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About this Advisor
John Robertson is a financial advisor based in Rockville, Maryland, working with Grove Point Advisors, LLC. John has previously held positions at Safe Money Concepts LLC, Grove Point Investments, LLC, and Securities Service Network, LLC. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, John is part of Grove Point Advisors, LLC, which operates out of Rockville, Maryland. The firm has 224 offices and 420 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Grove Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$2,359,870,084
420
9,920
$237,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Robertson Work History
Grove Point Investments, LLC
Safe Money Concepts LLC
Securities Service Network, LLC
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
Victor, NY
Rockville, MD
Rockville, MD
Delmar, DE
Dover, PA
Radnor, PA
Decatur, IL
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