Tyler
Grabner

Grove Point Advisors, LLC

CRD#6364448
Investment Advisor
in Rockville, MD

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About this Advisor

Tyler Grabner is a financial advisor based in Rockville, Maryland, working with Grove Point Advisors, LLC. Tyler has previously held positions at T. Rowe Price, The Tenet Financial Group, Priority Construction Corporation, Washington Auto Show (Wanada), Insomnia Cookies, Grabner Financial, Hillendale Country Club, University Of Maryland, Grove Point Investment, LLC, and Grove Point Advisors, LLC. Tyler has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Tyler 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

Series 63, Series 66

Services Offered

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

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

$2,359,870,084

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

420

MD Average: 45
Total Number of Accounts

9,920

MD Average: 765
Average Account Size

$237,890

MD Average: $9,006,382

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

Tyler Grabner Work History

2022 - Present (2 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investment, LLC

2021 - Present (3 years)

Grabner Financial

2019 - 2021 (2 years)

T. Rowe Price

2018 - 2018 (< 1 year)

The Tenet Financial Group

2017 - 2017 (< 1 year)

Priority Construction Corporation

2017 - 2017 (< 1 year)

Insomnia Cookies

2016 - 2017 (1 year)

Washington Auto Show (Wanada)

2014 - 2016 (2 years)

Grabner Financial

2014 - 2018 (4 years)

University Of Maryland

2012 - 2014 (2 years)

Hillendale Country Club

Disclosures

Please visit the SEC profile of Tyler 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

Joseph Garner
Delmar, DE
Nick Twentyfive
Victor, NY
Joshua Chamblin
Decatur, IL
Robert Baker
Rockville, MD
Jeremy King
Rockville, MD
Tyler Baker
Dover, PA
Steven Morgan
Rockville, MD
Kyle Braender
Trenton, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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