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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 | 2017-11-17 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
515 N Main Street First Floor, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson Financial Inc | Morrisville | PA | 07/1999 | Present |
| Newtown Wealth Management Inc. | Newtown | PA | 11/2007 | Present |
| Great Valley Advisor Group | Newtown | PA | 11/2017 | Present |
Creative One (Investment related). Role - Fixed Insurance/Annuity Agent. Hours per week ~ 10; during market hours ~ 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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