Thomas Edwin Hellings
Investment adviser representative at Girard Pension Services, LLC
13 yearsExperience
1 stateRegistered in
$733.8MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Girard Pension Services, LLCJan 2019 to now
- Girard Advisory Services, LLC F/k/a Girard Partners, LtdSep 2016 to now
- Girard Investment Services, LLC F/k/a Univest Investments, IncFeb 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Pension Services, LLC
$733.8MAssets managed
62Clients
7Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2128581
- Firm CRD
- 117901