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John F Satterfield

Great Valley Advisor Group, Inc.

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About John F Satterfield

John F. Satterfield is an investment advisor representative who is currently registered with Great Valley Advisor Group, Inc.. John has been in the industry since 2006 and has experience with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. John holds a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. John specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses.

Firm Information

John Satterfield is currently registered with Great Valley Advisor Group, Inc.. Great Valley Advisor Group, Inc. is an investment advisor headquartered in Wilmington, Delaware. The firm has over 175 investment advisor representatives and manages over $7.3 billion in assets for clients including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm provides a range of services including financial planning, portfolio management, and educational seminars.
Great Valley Advisor Group, Inc.

1200 PENNSYLVANIA AVE

WILMINGTON, DE 19806

$7.34B

Assets Under Management

87

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Satterfield’s Registration & Firm History

PA

05/15/2019 - Present

Great Valley Advisor Group, Inc. (Berwyn PA)

PA

06/01/2009 - 01/17/2012

MORGAN STANLEY SMITH BARNEY (BERWYN PA)

PA

04/13/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)

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Licenses & Designations

IA

Issued 05/10/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John F Satterfield.
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