Unclaimed Profile

Robert James Engle

GROVE POINT ADVISORS, LLC·ROCKVILLE, Maryland

SIE, Series 6, Series 7, Series 63, Series 65, Series 99TOClean recordGROVE POINT ADVISORS, LLC

2440 RESEARCH BLVD, ROCKVILLE, MD 20850CRD# 2543541Firm CRD# 313171

Profile Verification

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

Identity

Robert James Engle · ROCKVILLE, MD

Registration

CRD #2543541 · GROVE POINT ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 99TO

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

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert James Engle offer?

Robert James Engle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Robert James Engle's credentials?

Robert James Engle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Engle located?

Robert James Engle 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 Robert James Engle charge for services?

Robert James Engle'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →