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James J Spinelli

Chief Executive OfficerGreat Valley Advisor Group, LLCCRD 6292205

About James J Spinelli

James J Spinelli is listed as Chief Executive Officer at Great Valley Advisor Group, LLC in Wilmington, DE. Form ADV reports a beneficial ownership band of 25-50%. James J Spinelli is associated with 4 registered advisers.

Reported ownership

Owns 25-50% of Great Valley Advisor Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James J Spinelli work?

James J Spinelli is listed as Chief Executive Officer at Great Valley Advisor Group, LLC on SEC Form ADV.

How much of Great Valley Advisor Group, LLC does James J Spinelli own?

Form ADV reports a beneficial ownership band of 25-50%.

Great Valley Advisor Group, LLC

TitleChief Executive Officer
Ownership25-50%
Control personYes
Since2024
View Great Valley Advisor Group, LLC →

U.S. Financial Advisors, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2021
View U.S. Financial Advisors, LLC →

Great Valley Advisor Group, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2022
View Great Valley Advisor Group, LLC →

U.S. Financial Advisors, LLC

TitleShareholder
Ownership25-50%
Control personYes
Since2022
View U.S. Financial Advisors, LLC →