John
Satterfield

Great Valley Advisor Group, Inc

CRD#5106371
Investment Advisor
in Berwyn, PA

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About this Advisor

John Satterfield is a financial advisor based in Berwyn, Pennsylvania, working with Great Valley Advisor Group, Inc. John has previously held positions at Great Valley Advisor Group, Valor Asset Management, and Stillwater Capital Advisors, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, John is part of Great Valley Advisor Group, Inc, which operates out of Berwyn, Pennsylvania. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

920 Cassatt Road Suite 202
Berwyn, PA 19312

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$7,343,187,109

PA Average: $20,326,190,483
Total Number of Employees

175

PA Average: 53
Total Number of Accounts

24,276

PA Average: 624
Average Account Size

$302,488

PA Average: $32,574,023

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

John Satterfield Work History

2019 - Present (5 years)

Great Valley Advisor Group

2019 - Present (5 years)

Valor Asset Management

2012 - Present (12 years)

Stillwater Capital Advisors, LLC

Disclosures

Please visit the SEC profile of John Satterfield 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

James Spinelli
Wilmington, DE
David Guild
Altoona, WI
Marc Poulos
Wilmington, DE
Alan Reese
Braintree, MA
Eric Johnson
Madison, WI
Robert Schmauk
Wilmington, DE
Robert O'Reilly
Doylestown, PA
Ruth Stene
Wilmington, DE

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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