Morgan Stanley
47yrs
Top advisor by experience in Berwyn
23yrs
Eric Parnell is a fiduciary financial advisor in Berwyn, Pennsylvania, with 23 years in the industry. Eric joined Great Valley Advisor Group in 2022, after 18 years at Gerring Capital Partners. Eric holds the CFA designation.
One of 320 advisors with offices in Berwyn, and one of 278 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors at Great Valley Advisor Group
Office920 Cassatt Road, Suite 202, Berwyn, PA 19312
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowGreat Valley Advisor Group, LLCCurrent firm
- 2005 – 2022Gerring Capital Partners LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Great Valley Advisor Group at 610-296-7630 and ask for Eric Parnell. Eric works from the Berwyn, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2003, about 23 years. More experience than 69% of advisors at Great Valley Advisor Group.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Great Valley Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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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