Patrick Abrunzo, financial advisor Wilmington DE

Patrick Abrunzo

CRD Number: 5732138
Current Firm: Great Valley Advisor Group, Inc.

Patrick Abrunzo (CRD# 5732138) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Gaines Financial Group Boca Raton, FL Dec 2011 - Current 12
Lpl Financial Delray Beach, FL Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Patrick Abrunzo
Phone Number: 302-483-7200
Firm Website: http://www.nfgfp.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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