Stuart, FL NW Federal Hwy 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
3
Of 190 advisors across 77 offices
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, holding a Series 66 designation and 22 years of industry experience. He previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sage provides investment advisory services through Great Valley Advisor Group, an independent firm. 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, emphasizing individualized portfolio construction and ongoing oversight using a mix 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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