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Christopher Patrick Powers

Girard Advisory Services, LLC

King Of Prussia, PA

CRD 2667170

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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:

Current Employers
Girard Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-19
  • PA RA
    APPROVED
    Since 2020-10-19

Branch Locations

555 Croton Road Suite 210, King Of Prussia, PA 19406 • 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
Instream Solutions West Conshohocken PA 01/2014 10/2016
Efficient Advisors Llc Philadelphia PA 01/2017 06/2018
Girard Advisory Services, Llc King Of Prussia PA 07/2018 Present
Unemployed West Conshohocken PA 11/2016 12/2016
  • 01/2014 → 10/2016
    Instream Solutions
    West Conshohocken, PA
  • 01/2017 → 06/2018
    Efficient Advisors Llc
    Philadelphia, PA
  • 07/2018 → Present
    King Of Prussia, PA
  • 11/2016 → 12/2016
    Unemployed
    West Conshohocken, PA
Previous Registrations
  • 2003-06-30 → 2013-07-16
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    San Diego, CA
    Jersey City, NJ
    San Diego, CA
    W. Conshochocken, PA
    Jersey City, NJ
    West Hartford, CT
Other Businesses

Advisor owns and maintains a rental property. Does not interfere with securities trading hours or advisors duties to the firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-19
S66 Uniform Combined State Law Examination 2003-06-18
S63 Uniform Securities Agent State Law Examination 1996-10-11
  • S65 Uniform Investment Adviser Law Examination
    2020-10-19
  • S66 Uniform Combined State Law Examination
    2003-06-18
  • S63 Uniform Securities Agent State Law Examination
    1996-10-11
Other Names
  • Chris Powers
  • Christopher P Powers

View on SEC IAPD

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