Louis S Nemeth

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2013 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Bethlehem, PA

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Bethlehem, PA
  Rockville, MD
  Rockville, MD
• 2013-02-12 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Rockville, MD
  Bethlehem, PA
• 2009-09-04 → 2013-02-27
  Transamerica Financial Advisors, Llc
  Allentown, PA
  Newtown, PA
• 2005-01-27 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Allentown, PA
  Allentown, PA

Other Businesses

1 - 05/2025 - Transamerica Life Insurance Co. - Non-Variable Insurance - Inv Related - Anaheim, CA - OBA Start Date: 10/12/1999.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-18
• S63 Uniform Securities Agent State Law Examination
  1986-04-02

Other Names

• Louis Stephen Nemeth
• Louis Stephen Nemeth
• Louis S Nemeth