Scott Daniel Bantz
Investment adviser representative at Great Valley Advisor Group, LLC
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$10.6BFirm assets
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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
15 years in the industry.
- Great Valley Advisor Group, LLCJan 2023 to now
- LPL Financial LLCJan 2023 to now
- Northwestern Mutual Wealth Management CompanyMay 2017 to Jan 2023
- Northwestern Mutual Investment Services, LLCJan 2012 to Jan 2023
- Northwestern Mutual Life Insurance CompanyDec 2011 to Jan 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
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
- 5999266
- Firm CRD
- 123913