Robert
Cruise

Grove Point Advisors, LLC

CRD#2258380
Investment Advisor
in Rockville, MD

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About this Advisor

Robert Cruise is a financial advisor working out of Rockville, Maryland with a total of 2 years of relevant experience. Cruise is an advisor for Grove Point Advisors, LLC. During their career, Cruise has held roles at Cruise Capital Holdings, H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Cruise maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Nebraska. Grove Point Advisors, LLC is a company based out of Rockville, MD. The investment advisory business has offices in 208 locations and a total of 333 employees. It has $2 billion in assets between its 8,355 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 19 charitable organizations. Of its 8,355 customer accounts, 18% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a wide array 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 fee schedules typically depend on which services the firm provides the client. However, fees charged by Grove Point Advisors, LLC likely include any blend 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

Robert Cruise 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

1991 - Present (33 years)

Cruise Capital Holdings

2011 - 2021 (10 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 Cruise 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
Kyle Braender
Trenton, NJ
Nick Twentyfive
Victor, NY
Carl Morreale
Wheaton, IL
Stephanie Bell
Rockville, MD
Kimberly Douglas
Rockville, MD
Kevin Klipfel
Paso Robles, CA
Louis Nemeth
Bethlehem, PA

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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