Michelle Ann Maciosek
Investment adviser representative at Great Valley Advisor Group, LLC
10 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
10 years in the industry.
- Great Valley Advisor Group, LLCAug 2024 to now
- LPL Financial LLCJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Morgan Stanley Private Bank, National AssociationMar 2016 to May 2024
- Morgan StanleyFeb 2016 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2859155
- Firm CRD
- 123913