Casey O'BOyle Giraud

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2019
  Usa Parking
  Boca Raton, FL
• 07/2019 → 03/2022
  Commonwealth Financial Network
  Waltham, MA
• 07/2019 → 03/2022
  Steelpillars Financial
  Allentown, PA
• 03/2022 → Present
  Steelpillars Financial
  Allentown, PA
• 03/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Fixed insurance sales; Located at 961 Marcon Boulevard, Suite 201, Allentown, PA 18109, as of 12/04/2023; 15% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-07

Other Names

• Casey Giraud