Dylan Zachary Welsh
Investment adviser representative at Girard Advisory Services, LLC
10 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
10 years in the industry.
- Girard Advisory Services, LLCSep 2022 to now
- Emoney AdvisorOct 2020 to Sep 2022
- UnemployedJul 2020 to Oct 2020
- Univest Bank & Trust Co.Jul 2019 to Jul 2020
- TD BankApr 2018 to Jul 2019
- West Chester UniversityAug 2016 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7665510
- Firm CRD
- 39163