Ryan
Roy
Girard Advisory Services, LLC
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About this Advisor
Ryan Roy is a financial advisor who works out of Mechanicsburg, Pennsylvania with 12 years of industry experience. Roy currently works for Girard Advisory Services, LLC. Over the course of their career, they have held roles at Girard Advisory Services, LLC F/K/A Girard Partners, LTD and Ftjol, LLC. Roy has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Pennsylvania. Girard Advisory Services, LLC is a firm operating out of King Of Prussia, PA. The firm has offices in seven locations and a total of 50 financial advisors. It manages $2 billion in assets under management between its 4,577 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 17 charitable organizations. Of its 4,577 client accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. Girard Advisory Services, LLC offers 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 fees largely depend on the type of financial services offered. Fees billed by Girard Advisory Services, LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,079,898,541
50
4,577
$454,424
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
Ryan Roy Work History
Ryan has been registered as a financial advisor for 12 years.*
Girard Advisory Services, LLC F/K/A Girard Partners, LTD
Ftjol,LLC
*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 Ryan Roy 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
Doylestown, PA
King Of Prussia, PA
Souderton, PA
Souderton, PA
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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