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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

CLAIRE DELANEY HART

Advisor at GREAT VALLEY ADVISOR GROUP, LLC

Parkland, FL | BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7e124ca-8c9e-5e49-b458-f62e4be8d8fb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 17, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREAT VALLEY ADVISOR GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 3, 1996
First registration: Jan 17, 2001
Dual registered: yes, broker-dealer
Other names: CLAIRE WELLS DELANEY
IAPD individual key: 2681116

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREAT VALLEY ADVISOR GROUP, LLC	Independent wealth	Mar 6, 2026	n/a	yes	Parkland, FL\|BERWYN, PA	Current employment
NATIONAL WEALTH MANAGEMENT GROUP, LLC	Independent wealth	Aug 12, 2019	Feb 9, 2026	no	Parkland, FL\|Coconut Creek, FL\|CINCINNATI, OH	Previous registration
NATIONAL WEALTH MANAGEMENT GROUP, LLC	Independent wealth	Aug 12, 2019	Dec 31, 2021	no	CINCINNATI, OH\|Coconut Creek, FL	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	May 9, 2016	Nov 8, 2018	no	Boca Raton, FL\|WAVERLY, IA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 18, 2015	May 2, 2016	no	BOCA RATON, FL	Previous registration
WOODSTOCK FINANCIAL GROUP, INC.	Former SEC adviser	Oct 13, 2014	Jun 29, 2015	no	CORAL SPRINGS, FL\|WOODSTOCK, GA\|WOODSTOCK, GA\|Coral Springs, FL	Previous registration
WALL STREET FINANCIAL GROUP, INC	Former SEC adviser	Jan 14, 2014	Oct 10, 2014	no	Coral Springs, FL\|Coral Springs, FL\|VICTOR, NY	Previous registration
HART ASSET MANAGEMENT	n/a	Jan 17, 2001	Nov 19, 2013	no	COCONUT CREEK, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NATIONAL WEALTH MANAGEMENT GROUP, LLC	GREAT VALLEY ADVISOR GROUP, LLC	Feb 9, 2026	Mar 6, 2026	25	Firm change	RIA to RIA
CUNA BROKERAGE SERVICES, INC.	NATIONAL WEALTH MANAGEMENT GROUP, LLC	Nov 8, 2018	Aug 12, 2019	277	Firm change	RIA to RIA
MSI FINANCIAL SERVICES, INC.	CUNA BROKERAGE SERVICES, INC.	May 2, 2016	May 9, 2016	7	Firm change	Other
WOODSTOCK FINANCIAL GROUP, INC.	MSI FINANCIAL SERVICES, INC.	Jun 29, 2015	Sep 18, 2015	81	Firm change	Other
WALL STREET FINANCIAL GROUP, INC	WOODSTOCK FINANCIAL GROUP, INC.	Oct 10, 2014	Oct 13, 2014	3	Firm change	Other
HART ASSET MANAGEMENT	WALL STREET FINANCIAL GROUP, INC	Nov 19, 2013	Jan 14, 2014	56	Firm change	Other

Relationships

Registered with (7)

→ GREAT VALLEY ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ NATIONAL WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Aug 12, 2019 to Feb 9, 2026factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
May 9, 2016 to Nov 8, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 18, 2015 to May 2, 2016factForm ADV
→ WOODSTOCK FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Oct 13, 2014 to Jun 29, 2015factForm ADV
→ WALL STREET FINANCIAL GROUP, INCRegistered adviserregistration: previous registration
Jan 14, 2014 to Oct 10, 2014factForm ADV
→ HART ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 17, 2001 to Nov 19, 2013factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
Claire Delaney Hart left National Wealth Management Group, Llc for Great Valley Advisor Group, Llc (registered 2026-03-06)
Form ADVobserved 6 days ago