Richard Gottlieb (CRD# 2137680) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Owings Mills, MD and has over 30 years of experience in the finance industry.
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| 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 |
| High Stakes Drive, Inc. | Reistertown, MD | May 2016 - Current | 8 |
| Woodhome Insurance Group | Baltimore, MD | Sep 2000 - Current | 23 |
| Richard Gottlieb | Baltimore, MD | Jan 1991 - Current | 33 |
| H. Beck, Inc. | Rockville, MD | Apr 2007 - Mar 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- MD
-
Total Assets Under Management2,360MILLIONS
-
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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