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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mueller is a financial advisor with Grove Point Advisors, LLC, located in Rockville, MD. Eric has been in the financial services industry since 2004 and is licensed to provide investment advice in Maryland and Virginia. He is a Series 7, Series 31, and Series 66 licensed advisor. In addition to the firm's Rockville, MD location, Eric also works from the firm's Falls Church, VA branch. Eric provides financial planning, portfolio management and pension consulting services for individuals, businesses, and charities. Before joining Grove Point Advisors, LLC, Eric worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, TD Ameritrade, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Eric Mueller is also an experienced gardener.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
08/11/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
06/01/2009 - 04/18/2012
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
MD
11/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
12/09/2005 - 11/20/2008
TD AMERITRADE, INC. (BETHESDA MD)
MN
07/12/2004 - 09/13/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/12/2004 - 09/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VA
03/18/2004 - 05/06/2004
DMG SECURITIES, INC. (GREAT FALLS VA)
BOTH
Issued 07/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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