Adviser and broker representative · Girard Advisory Services, LLC
James N. Colao
CRD 6514479 · King Of Prussia, PA
At a glance
James N. Colao is an investment adviser representative with Girard Advisory Services, LLC in King Of Prussia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2015, about 10 years ago. James is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Girard Advisory Services, LLCSince April 2024King Of Prussia, PA · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Girard Advisory Services, LLC
- Renee J. BowenKing Of Prussia
- Christopher M. BriscoeKing Of Prussia · Certified Financial Planner
- Lisa M. BuonoKing Of Prussia
- Timothy S. Chubb Jr.King Of Prussia
- Pawel A. DurkaKing Of Prussia · Certified Financial Planner
- Timothy D. EllisKing Of Prussia
- David W. GeibelKing Of Prussia
- Ryan C. HamiltonKing Of Prussia
Every advisor at Girard Advisory Services, LLC →Girard Advisory Services, LLC: assets, clients and custodians →Financial advisors in King Of Prussia, PA →Every Girard Advisory Services, LLC advisor in King Of Prussia →Advisor Moves: who changed firms this week →