Mark Dante Maggioncalda

Employer firm

Girard Advisory Services, LLC CRD 39163

$3.18B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2007 → 11/2021
  Dreyfus Service Corporation
  Philadelphia, PA
• 11/2021 → 12/2025
  Wilmington Trust
  Radnor, PA
• 01/2026 → Present
  Girard Advisory Services, Llc
  King Of Prussia, PA

Previous Registrations

• 2007-07-02 → 2009-11-04
  Bny Mellon Securities Corporation
  Philadelphia, PA
• 2005-10-26 → 2007-07-02
  Mbsc, Llc
  Abington, PA
  Abington, PA
  New York, NY
  Philadelphia, PA
• 2004-12-03 → 2005-10-03
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-18
• S63 Uniform Securities Agent State Law Examination
  1993-06-25