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Susan H Ciucci

Grove Point Investments, LLC

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About Susan H Ciucci

Susan Ciucci is a financial advisor with over 37 years of experience in the industry. Susan is currently registered with Grove Point Investments, LLC. Previously, Susan was registered with LPL FINANCIAL CORPORATION and PEB FINANCIAL GROUP, INC.. Susan is licensed in 17 states.

Firm Information

Susan Ciucci 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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Susan Ciucci’s Registration & Firm History

IL

11/26/2010 - Present

Grove Point Investments, LLC (CHICAGO IL)

IL

05/18/2005 - 12/03/2010

LPL FINANCIAL CORPORATION (CHICAGO IL)

IL

07/13/1984 - 05/17/2005

PEB FINANCIAL GROUP, INC. (CHICAGO IL)

SC

01/18/2005 - 01/26/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BC

Issued 02/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/20/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Susan H Ciucci. Review regulatory record here.
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