Kyle
Braender

Grove Point Advisors, LLC

CRD#5915030
Investment Advisor
in Trenton, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kyle Braender is a financial advisor based in Trenton, New Jersey, working with Grove Point Advisors, LLC. Kyle has previously held positions at Td Bank, Investors Financial Group, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Citizens Securities, Inc, H. Beck, Inc, Grove Point Advisors, LLC, and Grove Point Investments, LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Kyle is part of Grove Point Advisors, LLC, which operates out of Trenton, New Jersey. 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 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

2117 Highway 33 Suite 2
Trenton, NJ 08690

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$2,359,870,084

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

420

NJ Average: 45
Total Number of Accounts

9,920

NJ Average: 765
Average Account Size

$237,890

NJ 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

Kyle Braender Work History

2021 - Present (4 years)

Grove Point Advisors, LLC

2021 - Present (4 years)

Grove Point Investments, LLC

2020 - 2021 (1 year)

H. Beck, Inc

2018 - 2018 (< 1 year)

Northwestern Mutual Life Insurance Company

2018 - 2018 (< 1 year)

Northwestern Mutual Investment Services LLC

2018 - 2020 (2 years)

Citizens Securities, Inc

2014 - 2014 (< 1 year)

Td Bank

2014 - 2017 (3 years)

Investors Financial Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kyle Braender 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
Robert Baker
Rockville, MD
Jeremy King
Rockville, MD
Joshua Chamblin
Decatur, IL
Steven Morgan
Rockville, MD
Kyle Braender
Trenton, NJ
Thomas Mclaughlin
Radnor, PA

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.

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started