Steven Bragg, financial advisor Warrington PA

Steven Bragg

CRD Number: 4174095
Current Firm: Grove Point Advisors, LLC

Steven Bragg (CRD# 4174095) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Warrington, PA and has over 23 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Warrington PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Warrington PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Warrington PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
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
H. Beck, Inc. Rockville, MD Jun 2007 - Mar 2021 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Steven R. Bragg
Phone Number: 301-944-5900
Registered State(s):
  • PA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.