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Elisabeth Grisso Schuermann

Grove Point Investments, LLC

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About Elisabeth Grisso Schuermann

Elisabeth Schuermann is a financial advisor with Grove Point Investments, LLC, located in Rockville, Maryland. Elisabeth is registered with FINRA and holds Series 6, 7, 24, 52, 99 and SIE licenses. Elisabeth has over 23 years of experience in the financial services industry.

Firm Information

Elisabeth Schuermann 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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Elisabeth Schuermann’s Registration & Firm History

MD

01/13/2021 - Present

Grove Point Investments, LLC (Rockville MD)

NC

03/25/2017 - 06/04/2019

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

NC

01/23/2014 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

10/06/2005 - 07/31/2013

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MO

10/01/2000 - 09/30/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

10/07/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

VA

11/21/1995 - 09/04/1998

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

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Licenses & Designations

BC

Issued 02/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/20/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elisabeth Grisso Schuermann.
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