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Raleigh Edward Kraft

Grove Point Advisors, LLC

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About Raleigh Edward Kraft

Raleigh Edward Kraft has been in the financial services industry since June 11, 1982. Raleigh is currently registered with Grove Point Advisors, LLC and is also registered in 48 states and the District of Columbia. Raleigh's previous employers include Wells Fargo Advisors Financial Network, LLC, Oppenheimer & Co. Inc., CIBC World Markets Corp., Dean Witter Reynolds Inc., Prudential Securities Incorporated, Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., Legg Mason Wood Walker, Incorporated and Johnston, Lemon & Co. Incorporated. Raleigh has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the General Securities Principal Examination and the Securities Industry Essentials Examination. Raleigh is also a director for JD Youth, a 501(c)3 organization. Raleigh is the owner of several rental properties.

Firm Information

Raleigh Kraft 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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Raleigh Kraft’s Registration & Firm History

MD

04/01/2021 - Present

Grove Point Advisors, LLC (ROCKVILLE MD)

VA

04/25/2008 - 11/15/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FRONT ROYAL VA)

VA

01/03/2003 - 04/25/2008

OPPENHEIMER & CO. INC. (FRONT ROYAL VA)

NY

11/09/1998 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

05/11/1994 - 11/11/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

07/17/1989 - 05/11/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

04/11/1988 - 08/07/1989

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

03/05/1985 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

07/22/1983 - 02/28/1985

LEGG MASON WOOD WALKER, INCORPORATED

NA

04/29/1982 - 07/01/1983

JOHNSTON, LEMON & CO. INCORPORATED

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Licenses & Designations

IA

Issued 02/17/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Raleigh Edward Kraft. Review regulatory record here.
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