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Paul Thomas Morrone

Great Valley Advisor Group, Inc.

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About Paul Thomas Morrone

Paul Morrone is a financial advisor with over 12 years of experience in the industry. Paul has been with Great Valley Advisor Group, Inc. since 2021, and also holds several other business affiliations. Paul specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. He is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Paul is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.

Firm Information

Paul Morrone 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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Paul Morrone’s Registration & Firm History

CT

10/17/2024 - Present

Great Valley Advisor Group, Inc. (NORTH HAVEN CT)

CT

11/17/2011 - 12/03/2011

LINCOLN FINANCIAL SECURITIES CORPORATION (NORTH HAVEN CT)

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Licenses & Designations

BOTH

Issued 01/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Thomas Morrone.
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