Samuel De La Cruz (CRD# 7015384) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Personal Financial Partners
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
Medallion Financial Group | Gaithersburg, MD | Oct 2019 - Current | 5 |
H. Beck, Inc. | Rockville, MD | Jul 2020 - Mar 2021 | < 1 |
Securities Service Network | Gaithersburg, MD | Oct 2019 - Jul 2020 | < 1 |
Ssn Advisory, Inc. | Gaithersburg, MD | Oct 2019 - Jul 2020 | < 1 |
Alexander Capital LP | New York, NY | Sep 2018 - Oct 2019 | 1 |
Unemployed | New York, NY | Jun 2018 - Sep 2018 | < 1 |
Klienfield | New York, NY | Dec 2016 - Jun 2018 | 1 |
University Of South Carolina @ Beaufort | Beaufort, SC | Jun 2013 - Dec 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2019 |
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- GA
- MD
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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
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
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