Vincent Paul Troy

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1974 → Present
  Troy Associates
  Bloomington, MN
• 04/2010 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 08/2024
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 08/2024
  Grove Point Investments, Llc
  Rockville, MD
• 08/2024 → Present
  United Planners
  Scottsdale, AZ
• 01/1974 → Present
  Vincent Troy
  St Louis Park, MN
• 01/2009 → 10/2025
  Dsstt
  St Louis Park, MN

Previous Registrations

• 2021-04-01 → 2024-08-19
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  St. Louis Park, MN
• 2014-01-06 → 2021-04-01
  Grove Point Investments, Llc
  St. Louis Park, MN

Other Businesses

1.) VINCENT TROY - OWNER - NON-VARIABLE INSURANCE - ST. LOUIS PARK, MN - SINCE 01/1974 - INVESTMENT RELATED 2.) TROY ASSOCIATES - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - ST. LOUIS PARK, MN - SINCE 04/2009 - INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-22

Designations

• Chartered Financial Consultant