Daniel Michael Fleming
Investment adviser representative at Great Valley Advisor Group, LLC
25 yearsExperience
2 statesRegistered in
$10.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Great Valley Advisor Group, Inc.Oct 2017 to now
- LPL Financial LLCOct 2017 to now
- Pruco Securities ,LLCJan 2001 to Oct 2017
- The Prudential Insurance Company of AmericaJan 2001 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2571476
- Firm CRD
- 123913