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Robert William Stankowski

Advisor at LPL Financial — Monkton, MD

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Monkton, MD

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,430 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Stankowski is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC from 2009 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Monkton, MD

Monkton MD

Advisors at this office

1

Most active in

Delaware · Maryland · Texas

Work history

30 years of industry experience

LPL Financial

2025 - Present • 1 year

Monkton, MD

Grove Point Advisors, LLC

2021 - 2025 • 4 years

Rockville, MD

Grove Point Investments, LLC

2009 - 2025 • 16 years

Rockville, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 65

Towson, MD

Legacy Financial Advisors

Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Long-term care insurance Business ownership considerations Founder/Business Owner Executive

Jeff J

CFP®, ChFC®, Series 63, Series 65, CLU®, Series 6, Series 7

Forest Hill, MD

Chesapeake Financial Planners

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Technology Professional Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Divorced Women Women Business Owners
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Daryan L

CFP®, Series 63

Glyndon, MD

Lenz Integrity Financial

Daryan Lenz is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been affiliated with since 2016. Lenz Integrity Financial serves individual, high-net-worth, and charitable organization clients, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with other strategies such as technical analysis, model allocations, and option strategies, typically using exchange-traded funds and model portfolios.

Active portfolio management
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Active portfolio management Options & derivatives strategies General tax planning
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Gramel Capital Management since 2008, with prior experience at Ameriprise Financial Services, Inc. and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm’s approach focuses on fundamental security analysis and a generally conservative strategy tailored to each client’s financial situation, risk tolerance, and time horizon.

General tax planning Wealth management Passive / index investing
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Thomas R

Series 63, Series 65

Owings Mills, MD

Pine Tree Financial Services, Inc.

Thomas Reilly is a financial advisor at Pine Tree Financial Services, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. He has been associated with Pine Tree Financial Services, Inc. since 1982. Pine Tree Financial Services, Inc. is an independent registered investment adviser that manages balanced equity and fixed-income portfolios for individuals and small businesses. The firm emphasizes investing in companies with durable revenue streams and growing profitability, manages all accounts on a non-discretionary basis, and serves a client base that includes significant non-U.S. exposure.

Active portfolio management
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