Chief Investment Officer · Girard Advisory Services, LLC
Timothy S. Chubb
CRD 6136586 · Named on Form ADV at 2 SEC-registered advisers
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 Timothy S. Chubb on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Timothy at 1 other registered adviser.
Firms and roles
- Girard Advisory Services, LLCChief Investment OfficerWealth manager · King of Prussia, PA · $3.2B in regulatory assets
- Girard Pension Services, LLCChief Investment OfficerAsset manager · Allentown, PA · $734M in regulatory assets
AtlasMembers
Timothy’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- 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.
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Timothy’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
- Locked
- 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.
Colleagues named on the same filings
- Lisa M. BuonoChief Operations Officer, Girard Advisory Services, LLC
- Thomas E. HellingsChief Compliance Officer, Girard Advisory Services, LLC
- David W. GeibelPresident, Girard Advisory Services, LLC
- William W. SmithSenior Investment Advisor, Girard Pension 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 Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.