Michael
Dearing
Grove Point Advisors, LLC
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About this Advisor
Michael Dearing is a financial advisor who works out of Rockville, Maryland with a total of 2 years of relevant experience. Dearing is an employee of Grove Point Advisors, LLC. Their career trajectory has included roles at H. Beck, Inc, Johnson Controls, Elmbrook Associates, Grove Point Advisors, LLC and Grove Point Investments, LLC. Dearing has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. Grove Point Advisors, LLC is a firm that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 employees. It has $2 billion in total assets between its 8,355 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 19 charities and foundations. Of its 8,355 accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets. Grove Point Advisors, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which services are offered. Fees billed by Grove Point Advisors, LLC likely include any combination of 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
Michael Dearing Work History
Michael has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Elmbrook Associates
Johnson Controls
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 Michael Dearing 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
Paso Robles, CA
Trenton, NJ
Rockville, MD
Paso Robles, CA
Rockville, MD
Rockville, MD
Victor, NY
Wheaton, IL
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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