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David Foote Gwynn

Grove Point Advisors, LLC

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About David Foote Gwynn

David Gwynn is an investment advisor representative at Grove Point Advisors, LLC. David has been in the industry since 1969. David is registered with the state of New York. David has Series 63, 7TO, SIE, and Series 1 licenses. David is a Chartered Financial Consultant. David also owns and operates LaSalle Associations, a property management business.

Firm Information

David Gwynn 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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David Gwynn’s Registration & Firm History

NY

04/01/2021 - Present

Grove Point Advisors, LLC (Victor NY)

CO

02/13/1995 - 12/31/1997

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

MA

01/13/1995 - 02/06/1995

MUTUAL SERVICE CORPORATION (BOSTON MA)

IA

01/25/1980 - 01/20/1995

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NA

02/11/1969 - 03/11/1980

CG EQUITY SALES COMPANY

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Licenses & Designations

BC

Issued 11/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Foote Gwynn. Review regulatory record here.
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