Chief Operations Officer · Girard Advisory Services, LLC
Lisa M. Buono
CRD 2392261 · Named on Form ADV at one SEC-registered adviser
At a glance
Girard Advisory Services, LLC, an SEC-registered wealth manager based in King of Prussia, PA with $3.2 billion in regulatory assets, lists Lisa M. Buono on its Form ADV as Chief Operations Officer, a control person.
Firms and roles
- Girard Advisory Services, LLCChief Operations OfficerWealth manager · King of Prussia, PA · $3.2B in regulatory assets
AtlasMembers
Lisa’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas E. HellingsChief Compliance Officer, Girard Advisory Services, LLC
- David W. GeibelPresident, Girard Advisory Services, LLC
- Timothy S. ChubbChief Investment Officer, Girard Advisory Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.