Joseph
Markiewicz

Grove Point Advisors, LLC

CRD#2482652
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Markiewicz is a financial advisor based in Pittsburgh, Pennsylvania, working with Grove Point Advisors, LLC. Joseph has previously held positions at Grove Point Investments, LLC, West Mifflin Area School District, and Grove Point Advisors, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joseph is part of Grove Point Advisors, LLC, which operates out of Pittsburgh, Pennsylvania. 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 63, Series 65

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

Pittsburgh, PA

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

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

420

PA Average: 45
Total Number of Accounts

9,920

PA Average: 765
Average Account Size

$237,890

PA 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

Joseph Markiewicz Work History

2021 - Present (4 years)

Grove Point Advisors, LLC

2010 - Present (15 years)

Grove Point Investments, LLC

2010 - 2018 (8 years)

West Mifflin Area School District

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Markiewicz 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
Kyle Braender
Trenton, NJ
Tyler Baker
Dover, PA
Thomas Mclaughlin
Radnor, PA
Steven Morgan
Rockville, MD
Robert Baker
Rockville, MD
Jeremy King
Rockville, MD

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