Robert
Davis

Grove Point Advisors, LLC

CRD#4645672
Investment Advisor
in Rockville, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Davis is a financial advisor based in Rockville, Maryland who has 2 years of relevant experience. Davis is an employee of Grove Point Advisors, LLC. Their career trajectory has included roles at H.Beck, Inc, Grove Point Advisors, LLC, Grove Point Investments, LLC and Davis Financial, LLC. Davis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Grove Point Advisors, LLC is a financial advisory company headquartered in Rockville, MD. The investment advisory business has offices in 208 locations and a total of 333 employees. It manages $2 billion in assets across its 8,355 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 8,355 accounts, 18% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs 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. A financial advisor's fees usually are based on the type of services offered. However, fees charged by Grove Point Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Robert Davis Work History

Robert 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

2021 - Present (3 years)

Davis Financial, LLC

2009 - 2021 (12 years)

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 Robert Davis 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

Michael Dearing
Rockville, MD
Nick Twentyfive
Victor, NY
Nicholas Johnson
Rockville, MD
Daniel Wheeler
Lutherville Timonium, MD
Carl Morreale
Wheaton, IL
Thomas Gervase
Rockville, MD
Louis Nemeth
Bethlehem, PA
Kimberly Douglas
Rockville, MD

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started