Robert Tugend (CRD# 3256738) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lake Ariel, PA and has over 24 years of experience in the finance industry. Robert Tugend has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
CRD# 2384841
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Nazareth Area School District | Nazareth, PA | Nov 2018 - Nov 2023 | 5 |
| H.beck, Inc. | Rockville, MD | Apr 2005 - Mar 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- PA
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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