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Eric Brian Parnell

Great Valley Advisor Group, LLC

Berwyn, PA

Berwyn, PA

CRD 4669162

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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:

Current Employers
Great Valley Advisor Group, Llc

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-12-14
  • PA RA
    APPROVED
    Since 2022-12-14

Branch Locations

920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States

920 Cassatt Road, Suite 202, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gerring Capital Partners, Llc Glenmoore PA 02/2005 Present
Ursinus College Collegeville PA 08/2014 Present
Seeking Alpha New York NY 04/2011 Present
Great Valley Advisor Group Berwyn PA 12/2022 Present
  • 02/2005 → Present
    Gerring Capital Partners, Llc
    Glenmoore, PA
  • 08/2014 → Present
    Ursinus College
    Collegeville, PA
  • 04/2011 → Present
    Seeking Alpha
    New York, NY
  • 12/2022 → Present
    Great Valley Advisor Group
    Berwyn, PA
Previous Registrations
  • 2005-03-28 → 2022-12-31
    Gerring Capital Partners Llc
    West Chester, PA
    Glenmoore, PA
Other Businesses

Ursinus College The business is not investment-related 601 East Main Street, Collegeville, PA 19426 Assistant Professor of Business and Economics Start Date: 08/2014 Estimated 20-25 hours of instruction, advising, and student office hours per week per semester (February to May, September - December) Estimated 12-15 hours devoted to teaching and advising during securities trading hours Professor teaching courses in economics, finance, and research methods.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-26
S63 Uniform Securities Agent State Law Examination 2003-08-05
  • S65 Uniform Investment Adviser Law Examination
    2003-08-26
  • S63 Uniform Securities Agent State Law Examination
    2003-08-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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