Samuel De La Cruz, financial advisor Gaithersburg MD

Samuel De La Cruz

CRD Number: 7015384
Current Firm: Grove Point Advisors, LLC

Samuel De La Cruz (CRD# 7015384) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Gaithersburg, MD and has over 5 years of experience in the finance industry.

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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 4
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
Contact Info for Samuel De La Cruz
Phone Number: 301-944-5900
Registered State(s):
  • GA
  • MD
By the Numbers
  • Total Assets Under Management
    2,360
    MILLIONS
  • Total Number of Accounts
    9,920
    ACCOUNTS
  • Average Account Value
    $237,890
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
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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