Andrew David Lein
Investment adviser representative at Girard Pension Services, LLC
15 yearsExperience
1 stateRegistered in
$733.8MFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Girard Pension Services, LLCJan 2022 to now
- Girard Advisory Services, LLCFeb 2019 to now
- Girard Investment Services, LLCJan 2019 to now
- Univest Investments, IncAug 2017 to Jan 2019
- Univest Bank and Trust CoDec 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Pension Services, LLC
$733.8MAssets managed
62Clients
7Advisers
24 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
- 6973493
- Firm CRD
- 117901