Richard
Gottlieb
Grove Point Advisors, LLC
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About this Advisor
Richard Gottlieb is a financial advisor working in Owings Mills, Maryland with 2 years of relevant experience. Gottlieb is on the advisory team at Grove Point Advisors, LLC. During their career, Gottlieb has held roles at High Stakes Drive, Inc, Grove Point Investments, LLC, Woodhome Insurance Group, Richard Gottlieb, H. Beck, Inc and Grove Point Advisors, LLC. Gottlieb has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Grove Point Advisors, LLC is a financial advisory company operating out of Rockville, MD. The firm has offices in 208 locations and a total of 333 advisors. It manages $2 billion in total assets across its 8,355 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 19 charities and foundations. Of its 8,355 customer accounts, 18% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely are based on which service is offered. Fees charged 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
Richard Gottlieb Work History
Richard has been registered as a financial advisor for 2 years.*
Grove Point Investments, LLC
Grove Point Advisors, LLC
High Stakes Drive, Inc
Woodhome Insurance Group
Richard Gottlieb
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 Richard Gottlieb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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