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Kelly Reed Bratburd

Grove Point Investments, LLC

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About Kelly Reed Bratburd

Kelly Bratburd is a registered representative with Grove Point Investments, LLC, a firm headquartered in Gaithersburg, MD. Kelly has been in the securities industry since June 2021 and is registered in Maryland. Kelly holds the Series 7TO and SIE licenses.

Firm Information

Kelly Bratburd 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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Kelly Bratburd’s Registration & Firm History

MD

06/21/2021 - Present

Grove Point Investments, LLC (Gaithersburg MD)

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Licenses & Designations

BC

Issued 06/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Reed Bratburd.
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