Robert
Schmauk
Great Valley Advisor Group, Inc
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About this Advisor
Robert Schmauk is a financial advisor based out of Wilmington, Delaware who has 4 years of industry experience. Schmauk works at Great Valley Advisor Group, Inc. Schmauk has gained experience at Great Valley Advisor Group, Jamison Pour House, The Pennsylvania State University, Central Bucks High School East, Doylestown Wealth Management - Lpl Financial LLC, Lpl Financial LLC and Valor Asset Management. Schmauk maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Great Valley Advisor Group, Inc is an advisory firm headquartered in Wilmington, DE. It has offices in 72 locations and a total of 146 financial advisors. It handles $5 billion in assets across its 21,345 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 21,345 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. Great Valley Advisor Group, Inc provides a broad array 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 management fee schedules vary depending on the type of services. Fees charged by Great Valley Advisor Group, Inc may include some combination 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
Robert Schmauk Work History
Robert has been registered as a financial advisor for 4 years.*
Valor Asset Management
Lpl Financial LLC
Doylestown Wealth Management - Lpl Financial LLC
Great Valley Advisor Group
The Pennsylvania State University
Jamison Pour House
Central Bucks High School East
*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 Robert Schmauk 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
Waukesha, WI
Kutztown, PA
Wilmington, DE
Boca Raton, FL
Wilmington, DE
Berryville, VA
Berryville, VA
Wilmington, DE
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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