Robert
Troyano

Grove Point Advisors, LLC

CRD#1502551
Investment Advisor
in Rockville, MD

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About this Advisor

Robert Troyano is a certified financial planner based in Rockville, Maryland with a total of 2 years of industry experience. Troyano is on the advisory team at Grove Point Advisors, LLC. During their career, the advisor has held roles at H. Beck, Inc, Rmt Wealth Management, LLC, Robert Troyano, Cpa, Edwards & Troyano, Robert Troyano, Sole Proprietor, Grove Point Advisors, LLC and Grove Point Investments, LLC. Troyano maintains a Series 63 license, designating them as a securities broker, and can work in New Jersey. Grove Point Advisors, LLC is a registered investment company based out of Rockville, MD. It has offices in 208 locations and a total of 333 advisors. It handles $2 billion in total assets across its 8,355 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 8,355 customer accounts, 18% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the financial services provided. However, fee types billed by Grove Point Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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 Troyano 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

2014 - Present (10 years)

Rmt Wealth Management, LLC

1995 - Present (29 years)

Robert Troyano, Sole Proprietor

1989 - Present (35 years)

Robert Troyano, Cpa

2010 - 2021 (11 years)

H. Beck, Inc

2003 - 2019 (16 years)

Edwards & Troyano

*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 Troyano 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

Louis Nemeth
Bethlehem, PA
Andrea Klipfel
Paso Robles, CA
Kevin Klipfel
Paso Robles, CA
Carl Morreale
Wheaton, IL
Thomas Gervase
Rockville, MD
Nick Twentyfive
Victor, NY
Kimberly Douglas
Rockville, MD
Nicholas Johnson
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.

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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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