Girard Advisory Services, LLC

Girard Advisory Services, LLC (CRD# 39163) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $2,079,898,541 in 4,577 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,080
    MILLION
  • Total Number of Accounts
    4,577
    ACCOUNTS
  • Average Account Value
    $454,424
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI

Financial Advisors at Girard Advisory Services, LLC
Showing 21 - 30 of 48 top financial advisors.
21
Ryan A. Roy
CRD#: 4267773
4601 Carlisle Pike, Mechanicsburg, PA 17050

Ryan Roy (CRD# 4267773) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Mechanicsburg, PA and has over 22 years of experience in the finance industry.

22
Jordan L. Sowhangar
CRD#: 6325648
41 West Broad Street, Souderton, PA 18964

Jordan Sowhangar (CRD# 6325648) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 9 years of experience in the finance industry.

23
Michael M. Stewart
CRD#: 2554389
41 West Broad Street, Souderton, PA 18964

Michael Stewart (CRD# 2554389) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 29 years of experience in the finance industry.

24
Matthew S. Stratton
CRD#: 2778589
5237 Summerlin Commons Boulevard, Fort Myers, FL 33907

Matthew Stratton (CRD# 2778589) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Fort Myers, FL and has over 27 years of experience in the finance industry.

25
William F. Vansant
CRD#: 4511525
41 West Broad Street, Souderton, PA 18964

William Vansant (CRD# 4511525) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 21 years of experience in the finance industry.

26
Lisa E. Ashcroft
CRD#: 7325846
1103 Rocky Drive, Reading, PA 19609

Lisa Ashcroft (CRD# 7325846) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Reading, PA and has over 2 years of experience in the finance industry.

27
Marc N. Balcer
CRD#: 2857017
555 Croton Road, Suite 210, King Of Prussia, PA 19406

Marc Balcer (CRD# 2857017) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 26 years of experience in the finance industry.

28
Cristina M. Barsony
CRD#: 7612846
2000 Market Street, Suite 700, Philadelphia, PA 19103

Cristina Barsony (CRD# 7612846) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

29
Matthew F. Brady
CRD#: 6878183
41 West Broad Street, Souderton, PA 18964

Matthew Brady (CRD# 6878183) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 3 years of experience in the finance industry.

30
Peter J. Conte
CRD#: 1676132
14 N Main Street, Souderton, PA 18964

Peter Conte (CRD# 1676132) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 4 years of experience in the finance industry.

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