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Ross Hansberger

Great Valley Advisor Group, LLC

Haymarket, VA

Berwyn, PA

CRD 7662601

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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
VA RA APPROVED 2022-11-21
  • VA RA
    APPROVED
    Since 2022-11-21

Branch Locations

Haymarket, VA • 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
Federal Bureau Of Investigation Washington DC 11/2009 10/2022
Millstone Wealth Management Haymarket VA 11/2022 Present
  • 11/2009 → 10/2022
    Federal Bureau Of Investigation
    Washington, DC
  • 11/2022 → Present
    Millstone Wealth Management
    Haymarket, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21

View on SEC IAPD

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