Stephen Gierl, financial advisor Sarver PA
96 score

Stephen Gierl

CRD Number: 1086533
Current Firm: Gierl Augustine Investment Management, Inc.

Stephen Gierl (CRD# 1086533) is an Investment Advisor Representative working at Gierl Augustine Investment Management, Inc. in Sarver, PA and has over 34 years of experience in the finance industry. Stephen Gierl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2007 - Current 10
Gierl Augustine Advisory Services, Inc. Sarver, PA Feb 2007 - Current 10
Gierl Augustine & Associates, LLC Pittsburgh, PA Dec 2005 - Current 11
Independent Insurance Sales Sarver, PA Jan 2005 - Current 12
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2007 - Jul 2007 < 1
Raymond James Financial Services, Inc. Pittsburgh, PA Aug 1989 - Feb 2007 17
Associated Financial Consultants Pittsburgh, PA Jan 1989 - Dec 2006 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jul 1990
Contact Info for Stephen W. Gierl
Phone Number: 724-353-1800
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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