Barry Cantor, financial advisor Rockville MD

Barry Cantor

CRD Number: 6357453
Current Firm: Grove Point Advisors, LLC

Barry Cantor (CRD# 6357453) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 6 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Rockville MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Ryan Kruger, CFA, financial advisor Rockville MD
Ryan W. Kruger, CFA
CRD# 5425820
Capital One Investing, Inc.
Similar Advisors
Basil Herzstein, financial advisor Rockville MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current < 1
Grove Point Investments, LLC Rockville, MD Apr 2021 - Current < 1
Cantor & Company Bethesda, MD Jan 2021 - Current 1
Medallion Financial Group Gaithersburg, MD Jun 2014 - Current 7
Barry Cantor Esq, Llm, Cpa Bethesda, MD Mar 2008 - Current 13
H. Beck, Inc. Rockville, MD Jul 2020 - Mar 2021 < 1
Ssn Advisory, Inc. Knoxville, TN Feb 2017 - Jul 2020 3
Securities Service Network, LLC Knoxville, TN Sep 2014 - Jul 2020 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Barry H. Cantor
Phone Number: 301-944-5900
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,980
    MILLIONS
  • Total Number of Accounts
    7,230
    ACCOUNTS
  • Average Account Value
    $273,792
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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.