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Nora Daniels

Great Valley Advisor Group, LLC

Braintree, MA

Wilmington, DE

CRD 7389201

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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

1200 Pennsylvania Ave Suite 202, Wilmington, DE 19806 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-09
  • MA RA
    APPROVED
    Since 2024-05-09

Branch Locations

30 Braintree Hill Office Park, Suit 202, Braintree, MA 02184 • United States

1200 Pennsylvania Ave Suite 202, Wilmington, DE 19806 • 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
Ptc Boston MA 01/2016 05/2021
Rope Financial Braintree MA 05/2021 Present
  • 01/2016 → 05/2021
    Ptc
    Boston, MA
  • 05/2021 → Present
    Rope Financial
    Braintree, MA
Other Businesses

Rope Financial - Investment Advisory Services - 30 Braintree Hill Office Park, Suit 202 Braintree MA 02184 - 01/2016 - 40hrs

Designations
  • Certified Financial Planner

View on SEC IAPD

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