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Chief Compliance Officer · Great Valley Advisor Group, LLC

Cheryl B. Derosa

CRD 4656084 · Named on Form ADV at one SEC-registered adviser

At a glance

Great Valley Advisor Group, LLC, an SEC-registered wealth manager based in Berwyn, PA with $10.6 billion in regulatory assets, lists Cheryl B. Derosa on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Cheryl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael J. DeddaManaging Partner, Great Valley Advisor Group, LLC
  • Ryan C. ToddChief Financial Officer, Great Valley Advisor Group, LLC
  • James J SpinelliChief Executive Officer, Great Valley Advisor Group, LLC
  • Drew A. NemethDirector, Compliance & Operations - Supervisory Principal, Great Valley Advisor Group, LLC
  • Michael E HornungDirector, RIA Compliance, Great Valley Advisor Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cheryl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.