Blaine Hamilton Mooney
Investment adviser representative at Girard Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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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
10 years in the industry.
- Girard Advisory Services, LLCJan 2022 to now
- UnemployedNov 2021 to Jan 2022
- Roffman Miller Associates, Inc.Oct 2021 to Oct 2021
- UnemployedOct 2019 to Oct 2021
- KbwMar 2018 to Oct 2019
- UnemployedDec 2017 to Mar 2018
- NatixisFeb 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
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
- 2447171
- Firm CRD
- 39163