Elizabeth Gosek
Investment adviser representative at Great Valley Advisor Group, LLC
21 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
21 years in the industry.
- Great Valley Advisor Group, LLCAug 2023 to now
- Thrive Capital Management, LLC dba Optimal Wealth ServicesJun 2017 to now
- Optimal Wealth ServicesOct 2012 to now
- Gode, LLCMay 2005 to now
- Thrive Financial Services, LLCMay 2017 to Feb 2021
- Thrive Insurance Group, LLCMay 2017 to Feb 2021
- Centaurus Financial, Inc.Feb 2013 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4795165
- Firm CRD
- 123913