Thomas
Remmey

Girard Advisory Services, LLC

CRD#1385110
Investment Advisor
in Souderton, PA

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About this Advisor

Thomas Remmey is a financial advisor based in Souderton, Pennsylvania, working with Girard Advisory Services, LLC. Thomas has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Remmey Financial Group, Allstate Insurance Co, Girard Investment Services, LLC F/K/A Univest Investments, Inc, and Girard Advisory Services, LLC F/K/A Girard Partners, LTD. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Thomas is part of Girard Advisory Services, LLC, which operates out of Souderton, Pennsylvania. 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

Series 63, Series 65

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 W Broad Street
Souderton, PA 18964

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Girard Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,333,655,591

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

57

PA Average: 41
Total Number of Accounts

4,622

PA Average: 3,342
Average Account Size

$504,902

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

Thomas Remmey Work History

2015 - Present (9 years)

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

2015 - Present (9 years)

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

2015 - 2015 (< 1 year)

Allstate Insurance Co

2014 - 2015 (1 year)

Raymond James Financial Services,Inc

2014 - 2015 (1 year)

Raymond James Financial Services Advisors Inc

2014 - 2015 (1 year)

Remmey Financial Group

Disclosures

Please visit the SEC profile of Thomas Remmey 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

Cathy Rahab
King Of Prussia, PA
Pawel Durka
King Of Prussia, PA
David Devita
Doylestown, PA
Kelly Regan
King Of Prussia, PA
Jordan Sowhangar
Souderton, PA
Matthew Brady
Souderton, PA
Angela Yang
King Of Prussia, PA
Christopher Powers
King Of Prussia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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