Thomas J Levy
Financial advisor at Great Valley Advisor Group, LLC
Last updated 2026-10-10
Claim your profileThomas J Levy is a financial advisor at Great Valley Advisor Group, LLC, CRD 5410101. Licenses and exams on the registration: Series 66. IAPD registration began 2007-12-04.
Registration
- CRD number
- 5410101
- Registration status
- Active
- IAPD registration
- 2007-12-04
- Industry Experience
- 18 years
- Work Experience
- 13 years
- States registered
- PA
Licenses and exams
- Series 66
Work history
- 2012-12 to Present · Lpl Financial LLC · Wyomissing, PA
- 2013-01 to 2017-03 · Private Advisor Group, LLC · Morristown, NJ
- 2017-03 to Present · Good Life Advisors, LLC · Reading, PA
Current employment
- Great Valley Advisor Group, LLC · Berwyn, PA
- Good Life Advisors, LLC · Celebration, FL
Great Valley Advisor Group, LLC
- Regulatory AUM
- $10,599,707,027
- Registered advisors
- 205
- Offices
- 111
- Clients per advisor
- 180.6 (High)
- Average AUM per client
- $286.4K (Low)
- High-net-worth client ratio
- 4.8% (Low)
Great Valley Advisor Group, LLC: advisors, services and reported ETF investments
About
Thomas J Levy is a financial advisor at Great Valley Advisor Group, LLC. Reported securities licenses include Series 66. The latest record indicates 18 years of industry experience and 13 years of reported work history. Reported roles include Lpl Financial LLC, Private Advisor Group, LLC.
SEC disclosures list additional business and community activities: 1: 07/03/2012; investment products and services are offered through lpl financial llc using the dba/trade name black diamond financial group; investment related; at reported business location(s); start date ; hrs/mth; hrs during trading 2; 07/12/2016; good life ia; non-variable insurance; investment related; at reported business location(s); start date 07/05/2016; 5hrs/mth; 3hrs during trading 3.
Great Valley Advisor Group, LLC's firm-level Form ADV reports 205 advisors across 111 offices; approximately 180.6 clients per advisor, average assets per client of $286,370, and regulatory AUM of $10.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $4.3B across 541 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas J Levy personally.
Reported ETF positions
Great Valley Advisor Group reports 541 ETF positions worth $4.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $145.8M |
| DLN — WisdomTree U.S. LargeCap Dividend Fund | $142.2M |
| QGRO — American Century U.S. Quality Growth ETF | $122.6M |
| IDMO — Invesco S&P International Developed Momentum ETF | $93.6M |
| BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $91.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Great Valley Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $31.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $43.4M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | ACYS — FT Vest Laddered Autocallable Barrier & Resilient Income ETF | $4.2M | Top 99.0% | Replicability (R²) 44.0% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Great Valley Advisor Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 610-296-7630
- Website: optimalwealthservices.com
Official record
Are you Thomas J Levy?
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