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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-19 |
| MN | RA | APPROVED | 2025-05-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Jahir Capital | Golden Valley | MN | 05/2019 | 01/2020 |
| Kamali Chambers | Golden Valley | MN | 01/2020 | 12/2021 |
| Student | Golden Valley | MN | 08/2010 | 11/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2021 | Present |
| Northwestern Mutual Investment Services Llc | Minneapolis | MN | 01/2022 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED 2. Great Valley Advisor Group - RIA - investment-related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-08 |
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