Steven Brian Girard
Investment adviser representative at Northstar Financial Companies, Inc.
16 yearsExperience
2 statesRegistered in
$519MFirm assets
7 yearsFirm in business
Are you Steven Brian Girard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Northstar Financial Companies, Inc.Jan 2003 to now
- Northstar Financial GroupDec 2002 to now
- Longview Wealth ManagementJan 2018 to Dec 2018
- Cambridge Investment Research, IncMar 2008 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Northstar Financial Companies, Inc.
$519MAssets managed
507Clients
9Advisers
7 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
- 2267878
- Firm CRD
- 119396