Robert
O'Reilly
Great Valley Advisor Group, Inc
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About this Advisor
Robert O'Reilly is a financial advisor working out of Doylestown, Pennsylvania who has 9 years of industry experience. O'Reilly works at Great Valley Advisor Group, Inc. Throughout their career, O'Reilly has worked at Pruco Securities LLC, Prudential Insurance Company Of America, Lpl Financial LLC and Great Valley Advisor Group, Inc. O'Reilly maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Great Valley Advisor Group, Inc is a registered investment firm that has its headquarters in Wilmington, DE. The firm has offices in 72 locations and a total of 146 employees. It oversees $5 billion in assets under management between its 21,345 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The business has 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. Fees for financial management largely vary depending on which services are provided. Fee types charged by Great Valley Advisor Group, Inc most likely are comprised of any 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
Robert O'Reilly Work History
Robert has been registered as a financial advisor for 9 years.*
Great Valley Advisor Group, Inc
Lpl Financial LLC
Pruco Securities LLC
Prudential Insurance Company Of America
*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 O'Reilly 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
Albertville, MN
Black River Falls, WI
Boca Raton, FL
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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