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Andrew Paul Mcdonough

Investment adviser representative at Girard Advisory Services, LLC
18 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

18 years in the industry.

  1. Girard Advisory Services, LLCMar 2024 to now
  2. Girard Investment Services, LLCJan 2024 to now
  3. Prudential Annuities DistributorsJun 2010 to Jan 2024
  4. Prudential Insurance Company of AmericaOct 2008 to Jan 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2024

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
5807149
Firm CRD
39163
Advisor's SEC record (opens in a new tab)
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