Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
32yrs
Christopher Smith
Full name on record: Christopher Dee Smith
Financial advisor at Great Valley Advisor Group
Based in Boca Raton, Florida, Christopher Smith is a fiduciary financial advisor with 32 years of industry experience. Christopher has been with Great Valley Advisor Group since 2022; before that, Christopher spent nine years at Gaines Financial Group and a year at Fifth Third Securities. Great Valley Advisor Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience at Great Valley Advisor Group
Office3837 NW Boca Raton Blvd, Suite 100, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$251,332
Advisors at the firm194
States licensed ?1 state
Services through Great Valley Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowGreat Valley Advisor Group, LLCCurrent firm
- 2012 – 2022Gaines Financial GroupPreviously
- Jun 2011 – Oct 2012Fifth Third Securities, Inc.Previously
Contact Christopher
(610) 296-7630Firm headquarters in Berwyn, PA. Ask for Christopher. 3837 NW Boca Raton Blvd, Suite 100Boca Raton, FL 33431Office · Get directions Firm websitewww.weddingtonadvisors.com
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Great Valley Advisor Group at (610) 296-7630 and ask for Christopher Smith. Christopher works from the Boca Raton, FL office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 1994, about 32 years. Top 11% by experience at Great Valley Advisor Group.
What licenses does Christopher hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Great Valley Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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