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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Troyano is a financial advisor with over 29 years of experience in the industry. He is a Certified Financial Planner and holds the Series 6, 7, and SIE licenses. Robert has been with Grove Point Advisors, LLC since April 2021. Prior to that, he was a Managing Member of RMT Wealth Management, LLC and was also a sole proprietor. He is currently registered to provide investment advice in several states, including New Jersey, New York, Maryland, and Virginia. Robert has experience working with individuals, families, and businesses. He specializes in providing financial planning, portfolio management, and investment advice.
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
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NJ
04/19/1995 - 01/29/2010
MONEY CONCEPTS CAPITAL CORP (SADDLE BROOK NJ)
NJ
01/03/1994 - 04/18/1995
NATIONWIDE PLANNING ASSOCIATES INC. (FAIR LAWN NJ)
NA
05/16/1986 - 06/22/1987
FIRST INVESTORS CORPORATION
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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