Matthew
Stratton
Girard Advisory Services, LLC
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About this Advisor
Matthew Stratton is a financial advisor based in Fort Myers, Florida, working with Girard Advisory Services, LLC. Matthew has previously held positions at Lpl Financial, LLC, Stratos Wealth Partners, LTD, and Girard Partners, LTD. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Matthew is part of Girard Advisory Services, LLC, which operates out of Fort Myers, Florida. The firm has 7 offices and 57 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Girard Advisory Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,333,655,591
57
4,622
$504,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Stratton Work History
Girard Partners, LTD
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Disclosures
Please visit the SEC profile of Matthew Stratton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Girard Advisory Services, LLC
Souderton, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Doylestown, PA
Souderton, PA
Souderton, PA
King Of Prussia, PA
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