George Thomas Clarke

LPL FINANCIAL LLC

BOSTON, MA · CRD#

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

26 years registered in the securities industry

Current & Past Employments

Current

GREAT VALLEY ADVISOR GROUP, LLCCurrent·CRD# 123913

RIA

30 Braintree Hill Office Park, Suite 202, Braintree, MA 02184

March 13, 2023 - Present

Past

U.S. FINANCIAL ADVISORSPast·CRD# 108763

RIA

Braintree, MA

October 27, 2011 - March 7, 2023

LPL FINANCIAL LLCPast·CRD# 6413

BD

Braintree, MA

December 2, 2011 - July 1, 2020

OSAIC FS, INC.Past·CRD# 3870

BD

Braintree, MA

August 10, 2011 - December 3, 2011

OSAIC FS, INC.Past·CRD# 3870

BD

Braintree, MA

May 29, 2009 - December 21, 2009

U.S. WEALTH ADVISORS, LLC.Past·CRD# 126924

BD

Braintree, MA

January 9, 2006 - June 1, 2009

MOORS & CABOT, INC.Past·CRD# 594

BD

Boston, MA

July 14, 2000 - April 7, 2006

MOORS & CABOT FINANCIAL ADVISORS, LLCPast·CRD# 132798

BD

Boston, MA

July 15, 2005 - January 17, 2006

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

GV

GREAT VALLEY ADVISOR GROUP, LLC

CRD#: 123913 / SEC#: 801-72270

RIA

Registered Investment Advisory firm - SEC (4/8/2011 Approved)

Delaware

Registered Investment Advisory firm - Delaware (4/12/2011 Terminated)

Maryland

Registered Investment Advisory firm - Maryland (5/20/2011 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (4/13/2011 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

920 Cassatt Road Suite 202, Berwyn, PA 19312

Phone Number

(610) 296-7630

# of Employees

325

SEC notice filing (49 States and Territories)

Registered to provide investment advisory services in 49 US states and territories.

Documents

Part 2 Brochures

GREAT VALLEY ADVISOR GROUP, INC. FORM ADV PART 2A (9/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

37,014

AUM (Assets Under Management)

$10,599,707,027

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 11/30/2011: SECURITIES AND INVESTMENT ADVISORY SERVICES LLC - Business Owner - Investment Related - At Reported Business Location(s) - 1% OF TIME SPENT

(2) 11/30/2011: US WEALTH MANAGEMENT LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S)

(3) 12/15/2011: US FINANCIAL ADVISORS LLC - INV REL - AT REPORTED BUSIENSS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - DBA: (HYBRID) US FINANCIAL ADVISORS LLC - 100% OF TIME SPENT - I provide investment advisory services through US Financial Advisors, LLC an independent investment advisor firm. I started this business activity on 12/15/2015. I expect to spend approximately160 hours/month on this activity. . Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

(4) 08/27/2012: U.S. INSURANCE BROKERS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - SELL INSURANCE PRODUCTS: TERM, PERMANENT LIFE INSURANCE, HEALTH, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES

(5) 05/15/2014: FRIENDS OF MILTON CREW, INC. - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - 2% OF TIME SPENT - MEMBER: BOARD OF DIRECTORS

(6) 04/18/2017: The Clarke Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - LPL Financial securities business, financial planning and investment advisory through U.S. Financial Advisors, LLC and Health and Life insurance through U.S. Insurance Brokers, LLC - Started 04/06/2017 - 10 Hours Per Month/5 Hours During Securities Trading.

(7) 8/31/2018 - Abington Bank - Investment Related - 95 N Franklin St., Holbrook, MA 02343 (Holbrook Cooperative Bank Division), and 6 Harrison Ave, Abington, MA 02351 (Abington Bank Main Office). - For-Profit Board Member - Board of Directors/Audit Committee - Start Date: 04/01/17 - 1 Hour Per Month/0 Hours During Securities Trading.

(8) 8/31/2018 - Abington Bank - Not Investment Related - 95 N Franklin St., Holbrook, MA 02343 (Holbrook Cooperative Bank Division), and 6 Harrison Ave, Abington, MA 02351 (Abington Bank Main Office). - Non-Profit Board Member - Advisory Board Member - Start Date: 04/01/17 - 1 Hour Per Month/0 Hours During Securities Trading.

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