Todd Joseph Morris
Investment adviser representative at Great Valley Advisor Group, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Great Valley Advisor Group, LLCJan 2026 to now
- The Capital Advisory Group, LLCDec 2017 to now
- United Planners Financial ServicesJun 2016 to now
- The Capital Advisory Group Advisory Services, LLCJan 2016 to now
- Tax Prep ServicesFeb 2012 to now
- Todd MorrisFeb 2012 to now
- Morris Financial ServicesAug 2005 to now
- Todd Morris - Schedule C Income - Land FlippingSep 2018 to Jul 2021
- Machtig & Associates Insurance Services LLCJan 2016 to Jan 2018
- Avries College Bound CandiesApr 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4251773
- Firm CRD
- 123913