Unclaimed Profile

Ryan Christopher Todd

GREAT VALLEY ADVISOR GROUP, INC.·WILMINGTON, Delaware

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 66Clean record16 years registeredGREAT VALLEY ADVISOR GROUP, INC.

1200 PENNSYLVANIA AVE, WILMINGTON, DE 19806CRD# 3093364Firm CRD# 123913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Christopher Todd · WILMINGTON, DE

Registration

CRD #3093364 · GREAT VALLEY ADVISOR GROUP, INC. · 16 years registered

Brand Profile

Not yet started

Career History

GREAT VALLEY ADVISOR GROUP, LLC

Feb 2018 – present

LPL FINANCIAL LLC

Sep 2009 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 66

Registration record

First registered · September 26, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREAT VALLEY ADVISOR GROUP, INC.

CRD 123913 · SEC 801-72270

AUM

$7.3B

Regulatory assets under management

Employees

175

24,276 client accounts

Services offered by GREAT VALLEY ADVISOR GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GREAT VALLEY ADVISOR GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Ryan Christopher Todd offer?

Ryan Christopher Todd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Ryan Christopher Todd's credentials?

Ryan Christopher Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Christopher Todd located?

Ryan Christopher Todd 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 Ryan Christopher Todd charge for services?

Ryan Christopher Todd'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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