Craig
Oshoney
Grove Point Advisors, LLC
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About this Advisor
Craig Oshoney is a financial advisor working in Knoxville, Tennessee with a total of 2 years of industry experience. Oshoney is an employee of Grove Point Advisors, LLC. Their career trajectory has included roles at H.Beck Inc, Fuklehead, LLC, Grove Point Advisors, LLC and Grove Point Investments, LLC. Oshoney holds a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Tennessee. Grove Point Advisors, LLC is a registered investment company based in Rockville, MD. The company has offices in 208 locations and a total of 333 financial advisors. It oversees $2 billion in total assets across its 8,355 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 8,355 client accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. Grove Point Advisors, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the financial services offered. Fees charged by Grove Point Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Craig Oshoney Work History
Craig has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Fuklehead, LLC
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 Craig Oshoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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