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Girard Advisory Services, LLC CRD 39163
$3.18B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-30 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Investment Services, Llc F/K/A Univest Investments, Inc | Souderton | PA | 10/2015 | Present |
| Girard Advisory Services, Llc F/K/A Girard Partners, Ltd | King Of Prussia | PA | 10/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-06 |
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