Michael
Stewart

Girard Advisory Services, LLC

CRD#2554389
Investment Advisor
in Souderton, PA

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About this Advisor

Michael Stewart is a certified financial planner based in Souderton, Pennsylvania who has 8 years of industry experience. Stewart currently works for Girard Advisory Services, LLC. During their career, Stewart has held roles at Girard Investment Services, LLC F/K/A Univest Investments, Inc and Girard Advisory Services, LLC F/K/A Girard Partners, LTD. Stewart holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Girard Advisory Services, LLC is a company that has its headquarters in King Of Prussia, PA. The firm has offices in seven locations and a total of 50 employees. It has $2 billion in total assets across its 4,577 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 17 charities and foundations. Of its 4,577 client accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Girard Advisory Services, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

41 West Broad Street
Souderton, PA 18964

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Girard Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,079,898,541

PA Average: $15,833,994,310
Total Number of Employees

50

PA Average: 41
Total Number of Accounts

4,577

PA Average: 3,342
Average Account Size

$454,424

PA Average: $4,737,880

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

Michael Stewart Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Girard Advisory Services, LLC F/K/A Girard Partners, LTD

2005 - Present (19 years)

Girard Investment Services, LLC F/K/A Univest Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Stewart 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

Thomas Hellings
Souderton, PA
Blaine Mooney
King Of Prussia, PA
Cathy Rahab
King Of Prussia, PA
Matthew Stratton
Fort Myers, FL
Nicholas Plawa
Souderton, PA
Curtis Johnston
Souderton, PA
Timothy Chubb
King Of Prussia, PA
Thomas Flynn
Souderton, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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