Heidi Raisa

from Grove Point Advisors, LLC
SEC regulated
Regulated Investment Advisor
Heidi Raisa is a financial advisor based in Maryland, Rockville, with 13 years of experience. Heidi currently works for Grove Point Advisors, LLC. Heidi maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Heidi Raisa works at Grove Point Advisors, LLC
Grove Point Advisors, LLC is a financial advisory firm based in Rockville, Maryland. It currently has approximately $398,487,158 of assets under management and employs about 333 people. Grove Point Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2440 Research Blvd, Ste 500, Rockville, Maryland, 20850

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