Investment adviser representative · Great Valley Advisor Group, LLC
Timothy Albergotti
CRD 7792544 · Berwyn, PA
At a glance
Timothy Albergotti is an investment adviser representative with Great Valley Advisor Group, LLC in Berwyn, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Timothy’s SEC record dates to 2023, about 2 years ago.
Current advisory firms
- Great Valley Advisor Group, LLCSince September 2026Berwyn, PA · $11B in regulatory assets
- Good Life Advisors, LLCSince December 2023Columbia, SC · $4.4B in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Timothy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.