Stuart, FL NW Federal Hwy Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Great Valley Advisor Group, LLC
Multi-team
Firm-wide stats for Great Valley Advisor Group, LLC
About
Great Valley Advisor Group is an SEC‑registered, multi‑team investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts and other entities. The firm supports a large advisor network (roughly 190 advisors) and offers discretionary and non‑discretionary investment management, financial planning, and retirement‑plan consulting across wrap and non‑wrap programs.
GVA emphasizes individualized portfolio construction and ongoing oversight, using a mix of in‑house strategies and third‑party managers or sponsored platforms (including programs offered through LPL, Fidelity, Schwab, and SEI). The firm conducts initial and at least annual due diligence on third‑party advisers, provides model and fund‑based allocations as well as algorithmic/digital options (e.g., Guided Wealth Portfolios), and implements rebalancing and monitoring to align portfolios with client objectives.
Distinctive features disclosed in the brochure include an independent contractor affiliation with Heike Law Offices, LLC to arrange legal services (estate documents, trusts, etc.), and that many GVA advisers are licensed insurance agents who spend an estimated 25–50% of their time selling insurance products—both arrangements are identified as potential conflicts and disclosed to clients. The brochure also notes a minority investment by LPL Capital Partners and an ongoing custody/clearing relationship with LPL, plus use of platforms such as Pontera and SEI, which the firm cites as operational and referral relationships clients should consider.
Based on Great Valley Advisor Group, LLC
Expertise
Based on Great Valley Advisor Group, LLC
Location
850 NW Federal Hwy, Ste 235
Stuart FL 34994
Advisors at this office
3
Advisors at this office
David G
Series 66
Stuart, FL
Great Valley Advisor Group, LLC
David Gornitzky is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Treasure Coast Executives, a for-profit organization based in Stuart, Florida. 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, employing a mix of in-house strategies and third-party managers across various platforms.
Leo S
Series 66
Stuart, FL
Great Valley Advisor Group, LLC
Leo Sage IV is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 23 years of industry experience and has previously worked at LPL Financial LLC, Wells Fargo Clearing, Wells Fargo Advisors LLC, Merrill, Banc of America Investment Services, Inc., Wamu Investments, Inc., and PRUCO Securities, LLC. 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, with an emphasis on individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.
Nathaniel G
Series 66
Stuart, FL
Great Valley Advisor Group, LLC
Nathaniel Gornitzky is an advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and bringing two years of industry experience. His prior work includes roles at LPL Financial and various positions outside the financial sector. He is also involved in dog training through an outside employment activity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.
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