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Michael Matthew Stewart

Girard Advisory Services, LLC

Souderton, PA

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Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-03-16
  • PA RA
    APPROVED
    Since 2015-03-16

Branch Locations

41 West Broad Street, Souderton, PA 18964 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Investment Services, Llc F/K/A Univest Investments, Inc. Souderton PA 04/2005 Present
Girard Advisory Services, Llc F/K/A Girard Partners, Ltd King Of Prussia PA 03/2015 Present
  • 04/2005 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc.
    Souderton, PA
  • 03/2015 → Present
    Girard Advisory Services, Llc F/K/A Girard Partners, Ltd
    King Of Prussia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-31
S63 Uniform Securities Agent State Law Examination 1994-12-12
  • S65 Uniform Investment Adviser Law Examination
    1997-10-31
  • S63 Uniform Securities Agent State Law Examination
    1994-12-12
Designations
Other Names
  • Michael M Stewart

View on SEC IAPD

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Thomas Joseph Flynn
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS

Other Offices

CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, LLC · Souderton, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA
LPL ENTERPRISE, LLC · SOUDERTON, PA
EDWARD JONES · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
LPL FINANCIAL LLC · SOUDERTON, PA
KEY INVESTMENT SERVICES LLC · SOUDERTON, PA

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