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
| Title | Chief Executive Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |
U.S. Financial Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Great Valley Advisor Group, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2022 |
U.S. Financial Advisors, LLC
| Title | Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2022 |