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Christine Emily Musuneggi

Grove Point Advisors, LLC

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About Christine Emily Musuneggi

Christine Musuneggi is a financial advisor with over 20 years of experience in the industry. She has a broad range of experience including working with clients in the areas of financial planning, portfolio management, and retirement planning. Christine is also licensed to sell life and disability insurance. Christine works for Grove Point Advisors, LLC and has been with the firm since 2021. Prior to joining Grove Point Advisors, LLC, Christine was a financial advisor at Lincoln Financial Advisors Corporation. Christine is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Christine Musuneggi is currently registered with Grove Point Advisors, LLC. Grove Point Advisors, LLC is a Rockville, MD-based financial advisor that provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $2.36 billion in client assets.
Grove Point Advisors, LLC

2440 RESEARCH BLVD

ROCKVILLE, MD 20850

$2.36B

Assets Under Management

6,735

Total Clients

274

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Musuneggi’s Registration & Firm History

MD

04/01/2021 - Present

Grove Point Advisors, LLC (ROCKVILLE MD)

PA

07/22/2004 - 10/02/2012

LINCOLN FINANCIAL ADVISORS CORPORATION (CANONSBURG PA)

IN

07/22/2004 - 06/08/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IA

12/15/2003 - 06/25/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

07/13/2000 - 12/03/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 05/02/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/05/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/12/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Emily Musuneggi.
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