Joseph
Centra

Grove Point Advisors, LLC

CRD#1677813
Investment Advisor
in Port Chester, NY

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About this Advisor

Joseph Centra is a financial advisor who works out of Port Chester, New York with 2 years of industry experience. Centra works at Grove Point Advisors, LLC. During their career, the advisor has held roles at Centra Enterprises, Inc, H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Centra maintains a Series 63 license, which qualifies them as a securities representative, and can work in New York. Grove Point Advisors, LLC is an advisory firm operating out of Rockville, MD. The investment advisory business has offices in 208 locations and a total of 333 employees. It controls $2 billion in assets under management between its 8,355 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 client accounts, 18% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Grove Point Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

2 International Drive
Port Chester, NY 10573

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

NY Average: 45
Total Number of Accounts

8,355

NY Average: 765
Average Account Size

$230,614

NY 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

Joseph Centra Work History

Joseph 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

1987 - Present (37 years)

Centra Enterprises, Inc

1995 - 2021 (26 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 Joseph Centra 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

Nick Twentyfive
Victor, NY
Daniel Wheeler
Lutherville Timonium, MD
Kevin Klipfel
Paso Robles, CA
Stephanie Bell
Rockville, MD
Carl Morreale
Wheaton, IL
Andrea Klipfel
Paso Robles, CA
Nicholas Johnson
Rockville, MD
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.

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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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