David John Balint

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 12/2021
  Davey Tree Expert Company
  Wilmington, PA
• 08/2017 → 12/2021
  Shippensburg Univerity
  Shippensburg, PA
• 08/2013 → 06/2017
  Saint Marks High School
  Wilmington, DE
• 12/2021 → 07/2022
  New York Life Insurance Co
  Bala Cynwyd, PA
• 05/2022 → 07/2022
  Nylife Securities Llc
  Bala Cynwyd, PA
• 08/2022 → 07/2024
  Penn Mutual Life Insurance Company
  Horsham, PA
• 08/2022 → 07/2024
  Hornor, Townsend & Kent Llc
  Horsham, PA
• 07/2024 → Present
  Lpl Financial Llc
  Wilmington, DE

Previous Registrations

• 2023-04-19 → 2024-07-18
  Hornor, Townsend & Kent, Llc
  Wilmington, DE
  Wilmington, DE

Other Businesses

1) 07/18/2024 - Great Valley Advisor Group / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 07/18/2024 - Penn Mutual / Non-Variable Insurance / Inv. Related / MIDDLETOWN, DE / Start date 06/12/2024 - 124 Hrs per month 4hrs during Trading- 10% Time Spent 3) 07/18/2024 - Davey Tree / Outside/W-2 Employment / landscaping and plowing / Non Inv Related / Wilmington DE / Start date 06/12/2024 - Hrs per month during trading 5 - 3 % Time Spent 4) 07/24/2024 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 09/05/2025 - Balint Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/20/2025 - 40 Hours Per Month/ 40 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-11
• S63 Uniform Securities Agent State Law Examination
  2022-08-24