Patrick Crean, financial advisor Cleveland OH

Patrick Crean

CRD Number: 2330342
Current Firm: Grove Point Advisors, LLC

Patrick Crean (CRD# 2330342) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current 2
Grove Point Investments, LLC Rockville, MD Apr 2021 - Current 2
Yrc Trucking Company Overland Prk., KS May 2017 - Current 6
Paul Revere Insurance Company Independence, OH Aug 1994 - Current 29
H. Beck, Inc. Rockville, MD Oct 1999 - Mar 2021 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Patrick J. Crean
Phone Number: 301-944-5900
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,927
    MILLIONS
  • Total Number of Accounts
    8,355
    ACCOUNTS
  • Average Account Value
    $230,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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