Robert Gronda (CRD# 6399026) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has over 9 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sun Life Institutional Distributors (u.s.) LLC | Bethesda, MD | May 2015 - Current | 9 |
| Bentall Kennedy (u.s.) Limited Partnership | Bethesda, MD | May 2015 - Current | 9 |
| Bentall Kennedy (u.s.) G.p. LLC | Bethesda, MD | May 2015 - Current | 9 |
| Lbc Capital Partners LLC | Washington, DC | Sep 2014 - May 2015 | < 1 |
| Landon Butler & Company | Washington, DC | Dec 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MD
-
Total Assets Under Management29,726MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$366,991,053
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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