Nicholas
Plawa

Girard Advisory Services, LLC

CRD#7159297
Investment Advisor
in Souderton, PA

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About this Advisor

Nicholas Plawa is a financial advisor who works in Souderton, Pennsylvania who has 4 years of industry experience. Plawa is an employee of Girard Advisory Services, LLC. Over the course of their career, Plawa has held roles at Univest Bank And Trust Co and Girard Advisory Services, LLC. Plawa holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Girard Advisory Services, LLC is an advisory business based out of King Of Prussia, PA. The firm has offices in seven locations and a total of 50 people on staff. It oversees $2 billion in assets among its 4,577 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 17 charitable organizations. Of its 4,577 customer accounts, 25% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Girard Advisory Services, LLC likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 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

14 N Main 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

Nicholas Plawa Work History

Nicholas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Girard Advisory Services, LLC

2012 - Present (12 years)

Univest Bank And Trust Co

*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 Nicholas Plawa 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
Cathy Rahab
King Of Prussia, PA
Blaine Mooney
King Of Prussia, PA
Roberta Kessler
Souderton, PA
David Devita
Doylestown, PA
Matthew Stratton
Fort Myers, FL
Nicholas Plawa
Souderton, PA
Timothy Chubb
King Of Prussia, 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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