Unclaimed Profile

Denise Marie Mcgee

GROVE POINT ADVISORS, LLC·ROCKVILLE, Maryland

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record20 years registeredGROVE POINT ADVISORS, LLC

2440 RESEARCH BLVD, ROCKVILLE, MD 20850CRD# 2549694Firm CRD# 313171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Marie Mcgee · ROCKVILLE, MD

Registration

CRD #2549694 · GROVE POINT ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Mar 2025 – present

CETERA WEALTH SERVICES, LLC

Mar 2025 – present

GROVE POINT ADVISORS, LLC

Apr 2022 – Feb 2025

Philadelphia, PA

CETERA ADVISOR NETWORKS LLC

Jan 2017 – Apr 2022

PHILADELPHIA, PA

INVESTMENT PROFESSIONALS, INC.

Oct 2015 – Apr 2016

SAN ANTONIO, TX

NEXT FINANCIAL GROUP, INC.

Jun 2011 – Oct 2015

PHILADELPHIA, PA

QUESTAR ASSET MANAGEMENT, INC.

Dec 2007 – Jun 2011

VOORHEES, NJ

QUESTAR ASSET MANAGEMENT, INC.

Jun 2006 – Mar 2007

VOORHEES, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · June 29, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GROVE POINT ADVISORS, LLC

CRD 313171 · SEC 801-56879

AUM

$2.4B

Regulatory assets under management

Employees

420

9,920 client accounts

Services offered by GROVE POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GROVE POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Denise Marie Mcgee offer?

Denise Marie Mcgee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Denise Marie Mcgee's credentials?

Denise Marie Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Marie Mcgee located?

Denise Marie Mcgee is based in ROCKVILLE, Maryland, working with GROVE POINT ADVISORS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Denise Marie Mcgee charge for services?

Denise Marie Mcgee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROVE POINT ADVISORS, LLC?

GROVE POINT ADVISORS, LLC has approximately 420 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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