Port Charlotte, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$9,258,067,006
ClientsTotal clients
36,836
AdvisorsAdvisors at this office
2
Of 189 advisors across 77 offices
Location
1777 Tamiami Trail, Suite 101
Port Charlotte FL 33948
Advisors at this office
2
Advisors at this office
Christopher P
Series 65, Series 63
Port Charlotte, FL
Great Valley Advisor Group, LLC
Christopher Padrick is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at LPL Financial and Primerica Advisors and maintains employment with Pratt & Whitney as a facilities planner. Outside of advisory work, he is the owner of Enterprise Earth LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.
Sal S
Series 65, Series 63
Port Charlotte, FL
Great Valley Advisor Group, LLC
Sal Stanzione Jr is a financial advisor at Great Valley Advisor Group, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, PFS Investments Inc, and Primerica Financial Services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing due diligence.
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