Thomas
Morrone
Great Valley Advisor Group, Inc
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About this Advisor
Thomas Morrone is a certified financial planner based out of North Haven, Connecticut who has 2 years of relevant experience. Morrone is an advisor for Great Valley Advisor Group, Inc. During their career, the advisor has held roles at Thomas P. Morrone Cpa, 5 Saint John Street, Us Financial Advisors, LLC, Us Insurance Brokers, Lpl Financial LLC and Great Valley Advisor Group, Inc. Morrone has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and Texas. Great Valley Advisor Group, Inc is a registered investment business headquartered in Wilmington, DE. The company has offices in 72 locations and a total of 146 employees. It has $5 billion in total assets among its 21,345 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 21,345 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees are based on which services are provided. However, fee types billed by Great Valley Advisor Group, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Morrone Work History
Thomas has been registered as a financial advisor for 2 years.*
Great Valley Advisor Group, Inc
Lpl Financial LLC
5 Saint John Street
Thomas P. Morrone Cpa
Us Financial Advisors, LLC
Us Insurance Brokers
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Morrone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Valley Advisor Group, Inc
Boca Raton, FL
Waukesha, WI
Kutztown, PA
Wilmington, DE
Altoona, WI
Berwyn, PA
Wilmington, DE
Braintree, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
