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Thomas J Crossett

GIRARD PARTNERS LTD.·KING OF PRUSSIA, Pennsylvania
Clean recordGIRARD PARTNERS LTD.
555 CROTON ROAD, KING OF PRUSSIA, PA 19406CRD# 3223221Firm CRD# 39163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas J Crossett · KING OF PRUSSIA, PA
Registration
CRD #3223221 · GIRARD PARTNERS LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas J Crossett is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with GIRARD PARTNERS LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GIRARD ADVISORY SERVICES, LLC
GIRARD ADVISORY SERVICES, LLC
AUM
$2.3B
Regulatory assets under management
Employees
57
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3223221
Firm CRD# 39163
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas J Crossett offer?
Thomas J Crossett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Thomas J Crossett's credentials?
Thomas J Crossett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas J Crossett located?
Thomas J Crossett is based in KING OF PRUSSIA, Pennsylvania, working with GIRARD PARTNERS LTD.. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does Thomas J Crossett charge for services?
Thomas J Crossett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GIRARD PARTNERS LTD.?
GIRARD PARTNERS LTD. has approximately 57 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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