Cristina Marie Barsony
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.
- Girard Advisory Services, LLCAug 2022 to now
- Univest Bank and Trust CoJul 2021 to now
- UnemployedMar 2018 to Jul 2021
- M&t BankOct 2008 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7612846
- Firm CRD
- 39163