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Daniel Raymond Iczkowski

Grove Point Investments, LLC

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About Daniel Raymond Iczkowski

Daniel Raymond Iczkowski is a financial advisor with over 20 years of experience in the industry. Daniel has a strong background in investment management and has held various positions at several leading financial institutions. Daniel currently holds registrations in New Jersey and New York as a broker and is associated with Grove Point Investments, LLC, Cadaret, Grant & CO., Inc., Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., SCF Securities, Inc., and Sorrento Pacific Financial, LLC. Daniel has also previously held registrations in several other states. Daniel is dedicated to providing personalized financial guidance and investment solutions to help clients achieve their financial goals.

Firm Information

Daniel Iczkowski is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

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.

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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Daniel Iczkowski’s Registration & Firm History

MD

12/04/2023 - Present

Grove Point Investments, LLC (ROCKVILLE MD)

NJ

11/09/2017 - 01/31/2023

PRUCO SECURITIES, LLC. (Newark NJ)

NY

06/30/2016 - 09/30/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

NJ

10/02/2003 - 06/30/2016

METLIFE SECURITIES, INC (ISELIN NJ)

NJ

10/02/2003 - 01/02/2015

NEW ENGLAND SECURITIES (ISELIN NJ)

NJ

08/09/2005 - 09/05/2013

TOWER SQUARE SECURITIES, INC. (ISELIN NJ)

NJ

10/02/2003 - 09/05/2013

WALNUT STREET SECURITIES, INC. (ISELIN NJ)

NJ

10/02/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)

CA

07/01/2005 - 08/05/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NJ

06/26/2001 - 03/01/2002

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

IN

05/25/1999 - 03/01/2002

CONSECO SECURITIES, INC. (CARMEL IN)

NJ

06/02/1999 - 11/30/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MA

09/24/1999 - 04/25/2001

FIS SECURITIES, INC. (BOSTON MA)

NY

08/07/2000 - 12/22/2000

QUICK & REILLY, INC. (NEW YORK NY)

NY

09/24/1999 - 08/07/2000

FLEET ENTERPRISES, INC. (NEW YORK NY)

NC

11/03/1998 - 05/17/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

04/18/1997 - 07/01/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 05/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2001

Series 4 - Registered Options Principal Examination

BC

Issued 07/22/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 04/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Raymond Iczkowski.
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