Career
Ryan Todd has been Chief Financial Officer of Great Valley Advisor Group since October 2024. Ryan Todd is a control person of the firm and directly owns under 5% of it. Ryan Todd holds a Bachelor’s degree in Accountancy from Villanova University.
Great Valley Advisor Group, LLC is a Berwyn, PA firm with $10.6B under management, 37,014 clients and 192 advisers across 73 offices, as of its September 2026 filing.
Ryan Todd is a co-founder and chief financial officer of Great Valley Advisor Group. His background includes accountancy studies at Villanova University and further study at the London School of Economics.
- – present · 8 yearsChester Springs, PA · Adviser representative · Firm CRD 123913
- LPL Financial LLCAlso current– present · 17 yearsChester Springs, PA · Adviser representative and broker · Firm CRD 6413
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Pennsylvania | Approved | 1 February 2018 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 February 2018 |
| Series 24 | General Securities Principal Examination | 23 September 2014 |
| Series 55 | Limited Representative-Equity Trader Exam | 27 October 1999 |
| Series 7 | General Securities Representative Examination | 28 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 1998 |
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
Individual record
- Full name
- Ryan Christopher Todd
- CRD
- 3093364
- Office
- 2200 Flowing Spring Rd, Chester Springs, PA 19425
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Ryan Todd work?
Ryan Todd has been Chief Financial Officer of Great Valley Advisor Group, LLC since October 2024, and is a control person of the firm.
Is Ryan Todd a financial advisor?
Yes. Ryan Todd has a current investment-adviser registration in Pennsylvania, through Great Valley Advisor Group since February 2018.
How many years of experience does Ryan Todd have?
Ryan Todd has 27 years in the financial industry, since March 1999, across 2 adviser firms.
What exams has Ryan Todd passed?
Ryan Todd has passed 6 licensing exams: the Series 63, Series 7, Series 55, Series 24, Series 66 and Series 57TO. The earliest, the Series 63, was passed in August 1998. FINRA credited Ryan Todd with the SIE, which began in October 2018.
Where is Ryan Todd based?
Ryan Todd’s registered office is in Chester Springs, PA.