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Great Valley Advisor Group, LLC CRD 123913
$10.6B regulatory AUM 55 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-28 |
Branch Locations
2424 East York Street Suite 301B, Philadelphia, PA 19125 • United States
163 W Lancaster Ave Suite 200, Paoli, PA 19301 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Todd & Todd Llp | Chester Springs | PA | 09/2009 | Present |
CPA - Tax Accounting Cappy's Financial Planning LLC - Investment Planning & Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-28 |
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