Robert Taylor Anderson
Investment adviser representative at Great Valley Advisor Group, LLC
12 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
12 years in the industry.
- Great Valley Advisor Group, LLCJan 2026 to now
- The Capital Advisory Group Advisory Services LLCJul 2024 to now
- United Planners' Financial Services of America A Limited PartnerJul 2024 to now
- Centurion Financial Strategies LLCMar 2022 to Jun 2024
- Arrow Tank and EngineeringJan 2014 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
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
- 7760837
- Firm CRD
- 123913