Patricia GugliottiCRD Number: 732041
Current Firm: Grove Point Advisors, LLC
Patricia Gugliotti (CRD# 732041) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 25 years of experience in the finance industry. Patricia Gugliotti 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Grove Point Advisors, LLC||Rockville, MD||Apr 2021 - Current||1|
|Grove Point Investments, LLC||Rockville, MD||Apr 2021 - Current||1|
|H. Beck, Inc.||Bethesda, MD||Jun 2017 - Mar 2021||3|
|The Strategic Financial Alliance||Atlanta, GA||Feb 2007 - Jun 2017||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management2,115MILLIONS
Total Number of Accounts7,795ACCOUNTS
Average Account Value$271,273
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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