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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 | 2016-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Investment Services, Llc F/K/A Univest Investments, Inc. | Souderton | PA | 09/1999 | Present |
| Univest Bank & Trust Co | Souderton | PA | 09/1999 | Present |
| Girard Advisory Services, Llc F/K/A Girard Partners, Ltd | King Of Prussia | PA | 12/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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