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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

I. Snapshot

A. Registry Member
  • Since 2008
B. Years of Experience
  • 25
C. College Degrees
  • University of New Hampshire - BS - Business Administration
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
G. Asset Requirement
  • $1,000,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 20 Grove Street
    P. O. Box 396
    Peterborough, New Hampshire, 03458
C. Telephone
  • 800.258.9939

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Grove Street Fiduciary, LLC
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Grove Street Fiduciary, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Schwab
  • Vanguard

V. Credentials

A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • University of New Hampshire - BS - Business Administration
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • New Hampshire Estate Planning Council
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 4763109
  • IARD: 107703
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
B. Minimum Asset Requirement
  • $1,000,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
    None

IX. Certification

Advisor Name
  • Eline Ruediger
Most Recent Update:
  • Dec 12, 2018

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