Christopher
Leggett

Grove Point Advisors, LLC

CRD#4561521
Investment Advisor
in Rockville, MD

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About this Advisor

Christopher Leggett is a financial advisor working in Rockville, Maryland with a total of 2 years of relevant experience. Leggett is on the advisory team at Grove Point Advisors, LLC. Over the course of their career, they have held roles at Grove Point Investments, LLC and Grove Point Advisors, LLC. Leggett has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Grove Point Advisors, LLC is an advisory company headquartered in Rockville, MD. The company has offices in 208 locations and a total of 333 advisors. It handles $2 billion in assets between its 8,355 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 19 charitable organizations. Of its 8,355 client accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets. Grove Point Advisors, LLC performs a wide set 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 advice typically are based on which service is provided. Fees billed by Grove Point Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

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

2440 Research Blvd Ste 500
Rockville, MD 20850

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

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

333

MD Average: 45
Total Number of Accounts

8,355

MD Average: 765
Average Account Size

$230,614

MD 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

Christopher Leggett Work History

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

2021 - Present (3 years)

Grove Point Advisors, LLC

2010 - Present (14 years)

Grove Point Investments, 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 Christopher Leggett 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

Andrea Klipfel
Paso Robles, CA
Kyle Braender
Trenton, NJ
Louis Nemeth
Bethlehem, PA
Michael Dearing
Rockville, MD
Stephanie Bell
Rockville, MD
Carl Morreale
Wheaton, IL
Kimberly Douglas
Rockville, MD
Daniel Wheeler
Lutherville Timonium, 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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