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Ryan Andrew Roy

Investment adviser representative at Girard Advisory Services, LLC
16 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

16 years in the industry.

  1. Girard Advisory Services, LLCNov 2011 to now
  2. Girard Advisory Services, LLC F/k/a Girard Partners, LtdNov 2011 to now
  3. Ftjol,LLCOct 2010 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2003

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
4267773
Firm CRD
39163
Advisor's SEC record (opens in a new tab)
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