Unclaimed Profile

Thomas J Crossett

GIRARD PARTNERS LTD.·KING OF PRUSSIA, Pennsylvania

SIE, Series 7, Series 63, Series 6520 years registeredGIRARD 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. · 20 years registered

Brand Profile

Not yet started

Career History

PINE VALLEY INVESTMENTS

Feb 2021 – present

UNIVEST INVESTMENTS, INC.

Jul 2014 – Mar 2015

King of Prussia, PA

GIRARD PARTNERS LTD.

Apr 2011 – Jan 2019

KING OF PRUSSIA, PA

GIRARD PARTNERS LTD.

May 2006 – Dec 2010

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 12, 2006

Years registered · 20

Disclosure History

2020Regulatory·Final

2018Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

GIRARD ADVISORY SERVICES, LLC

CRD 39163 · SEC 801-60354

AUM

$2.3B

Regulatory assets under management

Employees

4,622 client accounts

Services offered by GIRARD ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GIRARD ADVISORY SERVICES, LLC →

Introduction

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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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