Morgan
Haeberlin

Grove Point Advisors, LLC

CRD#6239207
Investment Advisor
in Rockville, MD

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About this Advisor

Morgan Haeberlin is a financial advisor working in Rockville, Maryland, who has 2 years of industry experience. Haeberlin is currently employed by Grove Point Advisors, LLC. Throughout their career, Haeberlin has worked at Fidelity Investments, H Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Haeberlin maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in Maryland and Virginia. Grove Point Advisors, LLC is a firm that has its headquarters in Rockville, MD. The firm has offices in 208 locations and a total of 333 financial advisors. It controls $2 billion in total assets among its 8,355 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 8,355 customer accounts, 18% are held by high-net-worth clients who have more than $1 million in assets available to invest. Grove Point Advisors, LLC has 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 for financial advice usually vary depending on the services offered. Fees charged by Grove Point Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

2440 Research Blvd Ste 500
Rockville, MD 20850

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

MD Average: $6,889,882,315
Total Number of Employees

333

MD Average: 45
Total Number of Accounts

8,355

MD Average: 765
Average Account Size

$230,614

MD 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

Morgan Haeberlin Work History

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

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

2018 - 2021 (3 years)

H Beck, Inc

2012 - 2018 (6 years)

Fidelity Investments

*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 Morgan Haeberlin 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

Louis Nemeth
Bethlehem, PA
Stephanie Bell
Rockville, MD
Nicholas Johnson
Rockville, MD
Kimberly Douglas
Rockville, MD
Michael Dearing
Rockville, MD
Kevin Klipfel
Paso Robles, CA
Daniel Wheeler
Lutherville Timonium, 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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