Unclaimed Profile

Steven Brian Girard

NORTHSTAR FINANCIAL COMPANIES, INC.·CONSHOHOCKEN, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 6526 years registeredNORTHSTAR FINANCIAL COMPANIES, INC.

1100 E. HECTOR ST, CONSHOHOCKEN, PA 19428CRD# 2267878Firm CRD# 119396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Brian Girard · CONSHOHOCKEN, PA

Registration

CRD #2267878 · NORTHSTAR FINANCIAL COMPANIES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR FINANCIAL COMPANIES, INC.

Jan 2003 – present

LONGVIEW WEALTH MANAGEMENT

Jan 2018 – Dec 2018

Conshohocken, PA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2008 – Feb 2013

CONSHOHOCKEN, PA

COMMONWEALTH FINANCIAL NETWORK

Oct 2005 – Mar 2008

CONSHOHOCKEN, PA

AXA ADVISORS, LLC

Feb 2003 – Jul 2003

BALA CYNWYD, PA

COMMONWEALTH FINANCIAL NETWORK

Jan 2000 – Dec 2002

LOWELL, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 16, 2000

Years registered · 26

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NORTHSTAR FINANCIAL COMPANIES, INC.

CRD 119396 · SEC 801-115004

AUM

$285M

Regulatory assets under management

Employees

984 client accounts

Services offered by NORTHSTAR FINANCIAL COMPANIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHSTAR FINANCIAL COMPANIES, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Brian Girard offer?

Steven Brian Girard specializes in Financial Planning, Investment Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Steven Brian Girard's credentials?

Steven Brian Girard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Brian Girard located?

Steven Brian Girard is based in CONSHOHOCKEN, Pennsylvania, working with NORTHSTAR FINANCIAL COMPANIES, INC.. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Steven Brian Girard charge for services?

Steven Brian Girard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR FINANCIAL COMPANIES, INC.?

NORTHSTAR FINANCIAL COMPANIES, INC. has approximately 4 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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