Blake
Gleason
Great Valley Advisor Group, Inc
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About this Advisor
Blake Gleason is a financial advisor based in Wilmington, Delaware who has 1 year of relevant experience. Gleason currently works for Great Valley Advisor Group, Inc. Their career trajectory has included roles at Massmutual Life Insurance Company, Mml Investors Services, Buffalo Middle School, Buffalo Highschool, Bechler Landscape Inc, Aeropostale, Hardware Hank, American Leak Detection, University Of Wisconsin River Falls, Anderson Lawn and Lpl Financial LLC. Gleason holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Great Valley Advisor Group, Inc is a company based out of Wilmington, DE. It has offices in 72 locations and a total of 146 financial advisors. It manages $5 billion in total assets across its 21,345 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 21,345 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. The company has a wide assortment 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 fees are based on which services the firm provides the client. Fee types billed by Great Valley Advisor Group, Inc may include 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
Blake Gleason Work History
Blake has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
University Of Wisconsin River Falls
Massmutual Life Insurance Company
Mml Investors Services
Anderson Lawn
American Leak Detection
Hardware Hank
Bechler Landscape Inc
Aeropostale
Buffalo Highschool
Buffalo Middle School
*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 Blake Gleason 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
Wilmington, DE
Boca Raton, FL
Waukesha, WI
Kutztown, PA
Waukesha, WI
Berwyn, PA
Altoona, WI
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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