MD
MD

Michael Dedda

32 Years of Experience
Wilmington, DE
1 DisclosureBroker

Michael Dedda is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
184 advisors
Number of Clients
33,099 clients
Average Client Portfolio
$294K average
Assets Under Management
$9.7B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.25%
$1.0M - $3.0M2.00%
$3M+2.00%

Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Settled
Other Business Activities

Michael operates under several DBAs for his LPL business, including Chester Springs Financial Group, Alan E. Peters & Associates, Inc., and GVA Wealth Management. He also works as a registered investment advisor with Great Valley Advisor Group, dedicating nearly full-time hours to advisory services.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
January 2011 - Present · 15 yrs 6 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 10 mos
Previous Registrations
Peters Financial Planning Corporation
February 2010 - December 2010 · 10 mos
LPL Financial Corporation
September 2009 - July 2010 · 10 mos
Mutual Service Corporation
December 2004 - September 2009 · 4 yrs 9 mos
Mutual Service CorporationBroker
May 2003 - September 2009 · 6 yrs 4 mos
New York Private Placement Network, LLCBroker
June 2002 - June 2003 · 1 yr
Spencer Trask Ventures, INC.Broker
March 2000 - June 2002 · 2 yrs 3 mos
Proequities, INC.Broker
January 1999 - March 2000 · 1 yr 2 mos
Mutual Service CorporationBroker
June 1997 - December 1998 · 1 yr 6 mos
New England SecuritiesBroker
September 1993 - April 1997 · 3 yrs 7 mos
State Registrations23 states
AZCACOCTDCDEFLGAILINMDMIMONCNJNYOHORPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.