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Evan Coffey

Great Valley Advisor Group, LLC

Berwyn, PA

Berwyn, PA

CRD 8036538

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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 2025-04-30
  • PA RA
    APPROVED
    Since 2025-04-30

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
East Pennsboro Area High School East Pennsboro PA 09/2016 06/2020
Great Valley Advisor Group Berwyn PA 05/2023 11/2023
Ursinus College Collegeville PA 06/2020 11/2023
Range End Gold Club Dillsburg PA 04/2021 01/2023
Target Mechanicsburg PA 05/2021 01/2023
Lpl Financial Berwyn PA 12/2023 Present
Great Valley Advisor Group Berwyn PA 12/2023 Present
  • 09/2016 → 06/2020
    East Pennsboro Area High School
    East Pennsboro, PA
  • 05/2023 → 11/2023
    Great Valley Advisor Group
    Berwyn, PA
  • 06/2020 → 11/2023
    Ursinus College
    Collegeville, PA
  • 04/2021 → 01/2023
    Range End Gold Club
    Dillsburg, PA
  • 05/2021 → 01/2023
    Target
    Mechanicsburg, PA
  • 12/2023 → Present
    Lpl Financial
    Berwyn, PA
  • 12/2023 → Present
    Great Valley Advisor Group
    Berwyn, PA
Other Businesses

Great Valley Advisors Asset Management - DBA - Associate, Asset Management - 12/2024 - 40hrs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-03-28

View on SEC IAPD

Nearby Firms

ELLIS INVESTMENT PARTNERS, LLC
CREATIVE PLANNING
TRINITY WEALTH MANAGEMENT, LLC

Nearby Investors

Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE

Nearby Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA

More in Berwyn, PA

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