Morgan Stanley
47yrs
Top advisor by experience in Berwyn
16yrs
Patrick Abrunzo
Financial advisor at Great Valley Advisor Group
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office920 Cassatt Road Suite 202, Berwyn, PA 19312
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2022 – nowGreat Valley Advisor Group, LLCCurrent firm
- 2012 – 2022Gaines Financial GroupPreviously
- Dec 2011 – Feb 2013Independent Financial PartnersPreviously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Great Valley Advisor Group at 610-296-7630 and ask for Patrick Abrunzo. Patrick works from the Berwyn, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Great Valley Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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