Lisa Marie Buono
Investment adviser representative at Girard Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$3.2BFirm assets
25 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Girard Advisory Services, LLCJan 2019 to now
- Girard Investment Services, LLC F/k/a Univest Investments, Inc.Jul 2014 to now
- Girard Pension ServicesDec 2018 to Jan 2019
- Tcg Investment Advisory, Inc.Oct 2014 to Dec 2018
- Girard Partners, LtdApr 2011 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Advisory Services, LLC
$3.2BAssets managed
2,466Clients
44Advisers
25 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
- 2392261
- Firm CRD
- 39163