Richard Henry Ropelewski

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

• 03/2008 → 05/2021
  U S Financial Advisors
  Braintree, MA
• 12/2011 → Present
  Lpl Financial Llc
  Braintree, MA
• 05/2021 → Present
  Great Valley Advisor Group, Inc.
  Braintree, MA

Previous Registrations

• 2008-04-02 → 2021-06-04
  U.S. Financial Advisors
  Wilmington, DE

Other Businesses

1. 12/01/2011: US Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 10 Hours Per Month. 2. 5/25/2021 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/03/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/06/2023 - Rope Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 2/9/2023 - Great Valley Advisor Group, Inc. - DBA: Rope Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 2/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-15

Designations

• Certified Financial Planner

Other Names

• Rick Ropelewski