David Rectenwald (CRD# 6689335) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Thurmont, MD and has over 7 years of experience in the finance industry.
CRD# 2436101
Abel Financial Management Company
CRD# 5165082
Truist Advisory Services, Inc.
CRD# 6083715
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Jan 2020 - Current | 4 |
| Vinores Financial Services | Thurmont, MD | May 2018 - Current | 5 |
| Nationwide Securities, LLC | Frederick, MD | Jun 2018 - Dec 2019 | 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2016 - May 2018 | 1 |
| Huntington National Bank | Beaver, PA | Oct 2014 - May 2018 | 3 |
| Dollar Bank Fsb | Pittsburgh, PA | Jun 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- MD
-
Total Assets Under Management2,360MILLIONS
-
Total Number of Accounts9,920ACCOUNTS
-
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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.