Rosalind
Frazier

Grove Point Advisors, LLC

CRD#3124315
Investment Advisor
in Bridgeville, PA

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About this Advisor

Rosalind Frazier is a financial advisor working in Bridgeville, Pennsylvania with a total of 2 years of relevant experience. Frazier is an employee of Grove Point Advisors, LLC. Their career trajectory has included roles at Grove Point Investments, LLC, H. Beck, Inc, Beaconsfield Financial Services Inc, Summit Advisors, LLC, Rosalind Frazier, The Musuneggi Financial Group, Bryant & Stratton College, Stitch Fix and Grove Point Advisors, LLC. Frazier maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in Pennsylvania. Grove Point Advisors, LLC is a registered investment company that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 employees. It handles $2 billion in total assets across its 8,355 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 8,355 customer accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on which services are offered. Fee types charged by Grove Point Advisors, LLC likely include 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

1195 Washington Pike Suite 310
Bridgeville, PA 15017

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

PA Average: 45
Total Number of Accounts

8,355

PA Average: 765
Average Account Size

$230,614

PA 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

Rosalind Frazier Work History

Rosalind has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Grove Point Investments, LLC

2021 - Present (3 years)

Grove Point Advisors, LLC

2019 - Present (5 years)

Stitch Fix

2009 - Present (15 years)

Rosalind Frazier

2017 - 2021 (4 years)

H. Beck, Inc

2016 - 2020 (4 years)

Bryant & Stratton College

2015 - 2017 (2 years)

Beaconsfield Financial Services Inc

2015 - 2020 (5 years)

Summit Advisors, LLC

2004 - 2015 (11 years)

H. Beck, Inc

2004 - 2020 (16 years)

The Musuneggi Financial Group

*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 Rosalind Frazier 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
Nick Twentyfive
Victor, NY
Kimberly Douglas
Rockville, MD
Kevin Klipfel
Paso Robles, CA
Stephanie Bell
Rockville, MD
Carl Morreale
Wheaton, IL
Michael Dearing
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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