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James J Spinelli

GREAT VALLEY ADVISOR GROUP, INC.·WILMINGTON, Delaware
Clean recordGREAT VALLEY ADVISOR GROUP, INC.
1200 PENNSYLVANIA AVE, WILMINGTON, DE 19806CRD# 6292205Firm CRD# 123913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James J Spinelli · WILMINGTON, DE
Registration
CRD #6292205 · GREAT VALLEY ADVISOR GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James J Spinelli is a registered financial advisor based in WILMINGTON, Delaware, affiliated with GREAT VALLEY ADVISOR GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GREAT VALLEY ADVISOR GROUP, INC.
GREAT VALLEY ADVISOR GROUP, INC.
AUM
$7.3B
Regulatory assets under management
Employees
175
Total firm employees
View all advisors at GREAT VALLEY ADVISOR GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6292205
Firm CRD# 123913
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James J Spinelli offer?
James J Spinelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are James J Spinelli's credentials?
James J Spinelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James J Spinelli located?
James J Spinelli is based in WILMINGTON, Delaware, working with GREAT VALLEY ADVISOR GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does James J Spinelli charge for services?
James J Spinelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT VALLEY ADVISOR GROUP, INC.?
GREAT VALLEY ADVISOR GROUP, INC. has approximately 175 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT VALLEY ADVISOR GROUP, INC.

Cheryl Boudwin Derosa
WILMINGTON, DE
Alan Edward Peters
WILMINGTON, DE
Lee Robert Johnson
WILMINGTON, DE
Michael E Hornung
WILMINGTON, DE
Michael Joseph Dedda
WILMINGTON, DE
Ryan Christopher Todd
WILMINGTON, DE

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Nearby cities in Delaware
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Research
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