AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AS

Alan R. Silver

Some features on this profile are disabled
CRD#: 2894113
AS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan Richard Silver was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1997. Alan had worked at 6 firms and has passed the Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SILVER & SILVER, P.A. POSITION: PRESIDENT NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/01/1979 ADDRESS: 110 PAINTERS MILL ROAD, STE 112, OWINGS MILLS MD 21117 DESCRIPTION: ACCOUNTING & MANAGEMENT SERVICES SILVER & DACKMAN,LLC - ACCOUNTING FIRM POSITION: OWNER NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1990 ADDRESS: 110 PAINTERS MILL RD, STE 112, OWINGS MILLS MD 21117 DESCRIPTION: ACCOUNTING AND BUSINESS CONSULTING CONTINENTAL STAFFING, INC. POSITION: President NATURE: Business, Marketing, Other INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/01/2005 ADDRESS: 110 Painters Mill Rd., Suite 10, Owings Mills MD 21117 DESCRIPTION: Financial oversight ACA CONSULTING, LLC POSITION: CEO NATURE: Business, Marketing, Other INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/12/2013 ADDRESS: 110 Painters Mill Rd, Suite 10, Owings Mills MD 21117 DESCRIPTION: Consulting to Medical Practices that desire to add revenue resulting from the affordable care act SECURITYHUNTER, INC. POSITION: Director NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2017 ADDRESS: 7249 Ambassador Rd, Baltimore MD 21215, United States DESCRIPTION: Director KOL HALEV POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2023 ADDRESS: 130 W Seminary, Lutherville MD 21093, United States DESCRIPTION: President

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 1, 2021 - October 3, 2024

GROVE POINT ADVISORS, LLC

RIA
CRD#: 313171
Lutherville, MD
Past

June 1, 2005 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Lutherville, MD
Past

June 1, 2005 - October 3, 2024

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Lutherville, MD
Past

April 8, 2003 - January 6, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
LUTHERVILLE, MD
Past

April 8, 2003 - January 6, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 8, 2003 - January 6, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 15, 2001 - July 17, 2003

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

May 28, 1997 - November 2, 2000

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/19/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/23/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GP
GROVE POINT ADVISORS, LLC
GROVE POINT ADVISORS, LLC

CRD#: 313171 / SEC#: 801-56879

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2440 Research Blvd Suite 500, Rockville, MD 20850
Mailing Address
Phone number
(301) 944-5900
Established
Firm type
Fiscal year end
# of Employees
389

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APPENDIX 1, PORTFOLIO BUILDER MARCH 2025 (3/28/2025)
FORM ADV PART 2A MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts9,556
AUM (Assets Under Management)$ 2,470,347,917

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/27/2024
Cover Page
Report
10/26/2023
Cover Page
Report
02/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GROVE POINT ADVISORS, LLC

CRD#: 313171

TRUST BUT VERIFY

Monitor Alan Silver

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics