Mark
Weinstein
Grove Point Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Weinstein is a financial advisor working in Mt. Pleasant, South Carolina with 2 years of relevant experience. Weinstein is an advisor for Grove Point Advisors, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Spire Securities LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Grove Point Investments, LLC and Grove Point Advisors, LLC. Weinstein maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in South Carolina. Grove Point Advisors, LLC is a company based out of Rockville, MD. It has offices in 208 locations and a total of 333 employees. It oversees $2 billion in assets across its 8,355 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 8,355 client accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets. Grove Point Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which services are provided. However, fees charged by Grove Point Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Weinstein Work History
Mark has been registered as a financial advisor for 2 years.*
Grove Point Investments, LLC
Grove Point Advisors, LLC
Spire Securities LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
Lpl Financial LLC
*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 Mark Weinstein 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
Rockville, MD
Lutherville Timonium, MD
Wheaton, IL
Paso Robles, CA
Trenton, NJ
Rockville, MD
Bethlehem, PA
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.
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.
