Matthew Wayne Martinson
Investment adviser representative at Great Valley Advisor Group, LLC
16 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
Are you Matthew Wayne Martinson? Claim your profile
Contact this firm
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, LLCJul 2024 to now
- LPL Financial LLCJul 2024 to now
- Advanced Advisor Group LLCFeb 2018 to Jul 2024
- Efs AdvisorsFeb 2018 to Jul 2024
- Voya Financial AdvisorsSep 2014 to Feb 2018
- Capital Street Financial ServicesJun 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
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
- 5478952
- Firm CRD
- 123913