Robert Steven Schmauk

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING 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

• 04/2014 → Present
  Lpl Financial, Llc
  Doylestown, PA
• 07/2014 → Present
  Great Valley Advisor Group, Inc.
  Doylestown, PA

Previous Registrations

• 2010-04-21 → 2014-04-23
  Philadelphia Brokerage Corporation
  Radnor, PA
  Radnor, PA

Other Businesses

1.04/24/2014-DOYLESTOWN WEALTH MANAGEMENT /Investment Related/ DBA for LPL Business (entity for LPL business)/100%/ At Reported Business Location(s) / - 0 Hrs/Mth -0 Hrs During Trading. 2. 11/11/2014: REGISTERED INVESTMENT ADVISOR HYBRID - GREAT VALLEY ADVISOR GROUP, INC. - Investment Related - DOYLESTOWN, PA - Start Date:07/01/2014 -100 HOURS PER MONTH/4 HOURS DURING TRADING 3. 11/25/2014 - GREAT VALLEY ADVISOR GROUP, INC. - REGISTERED INVESTMENT ADVISOR HYBRID - Investment Related - DOYLESTOWN, PA - Start Date:07/01/2014 - 100 Hrs/Mth -4Hrs During Trading. 4. 12/28/2015: Madison Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2015 - 2 Hours Per Month During Securities Trading. 5. 5/9/2018 - No Business Name - Not Investment Related - Ocean City, NJ - Real Estate Rental - Start Date:06/16/2018 - 5 Hours Per Month/0 Hours During Trading. 6. 12/20/2022 - Stonebridge Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor - Start Date - 01/01/2023 - 300 Hours Per Month/7 Hours During Securities Trading 7. 06/24/2025 - Crump Life Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 06/11/2025 - 2 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-16
• S63 Uniform Securities Agent State Law Examination
  1989-03-09