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Todd A Feder

Investment adviser representative at Girard Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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

17 years in the industry.

  1. Girard Advisory Services, LLCFeb 2022 to now
  2. Girard Investment Services, LLCFeb 2022 to now
  3. Equity Services IncJan 2022 to Feb 2022
  4. National Life GroupDec 2021 to Feb 2022
  5. UnemployedOct 2020 to Dec 2021
  6. The Vanguard Group, Inc,May 2005 to Oct 2020

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2001

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
3171929
Firm CRD
39163
Advisor's SEC record (opens in a new tab)
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