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TF

Todd A. Feder

GIRARD PARTNERS LTD.
SELLERSVILLE, PA
Some features on this profile are disabled
CRD#: 3171929
TF

Professional summary

Todd A Feder, CFP®, who also goes by Todd Andrew Feder, is a registered financial advisor currently at GIRARD PARTNERS LTD. located in Sellersville, Pennsylvania and GIRARD INVESTMENT SERVICES, LLC located in Souderton, Pennsylvania.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Todd has worked at 12 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Todd Andrew Feder

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd A Feder's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

March 9, 2022 - Present

GIRARD PARTNERS LTD.

RIA
CRD#: 39163
SELLERSVILLE, PA
Current

March 9, 2022 - Present

GIRARD INVESTMENT SERVICES, LLC

Office #1: 41 West Broad Street, Souderton, PA 18964
BD
CRD#: 1834
Souderton, PA
Past

January 18, 2022 - February 15, 2022

EQUITY SERVICES, INC.

RIA
CRD#: 265
MEDIA, PA
Past

January 18, 2022 - February 15, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
MEDIA, PA
Past

June 6, 2005 - October 1, 2020

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

May 20, 2005 - June 18, 2008

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
VALLEY FORGE, PA
Past

June 9, 2003 - September 12, 2003

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

June 9, 2003 - September 12, 2003

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

March 26, 2001 - June 20, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
PLYMOUTH MEETING, PA
Past

February 23, 2001 - June 20, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

December 20, 2000 - February 23, 2001

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

May 10, 2000 - December 11, 2000

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

June 7, 1999 - May 10, 2000

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN
Past

March 29, 1999 - June 11, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 29, 1999 - June 11, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GP
GIRARD PARTNERS LTD.
GIRARD | UNIVEST WEALTH MANAGEMENT | GIRARD, A UNIVEST WEALTH DIVISION | GIRARD PARTNERS LTD. | GIRARD ADVISORY SERVICES, LLC

CRD#: 39163 / SEC#: 801-60354, 8-48588

RIA
Registered Investment Advisory firm - SEC (6/14/2001 Approved)
District of Columbia
Registered Investment Advisory firm - SEC (12/31/2010 Failure to Renew)
BD
Terminated by SEC on 02/14/2011

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(1/13/2023)
RR
New Jersey
(1/13/2023)
RR
Pennsylvania
(3/9/2022)
IAR
Pennsylvania
(3/9/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/26/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/17/2003
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/3/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GP
GIRARD PARTNERS LTD.
GIRARD | UNIVEST WEALTH MANAGEMENT | GIRARD, A UNIVEST WEALTH DIVISION | GIRARD PARTNERS LTD. | GIRARD ADVISORY SERVICES, LLC

CRD#: 39163 / SEC#: 801-60354, 8-48588

RIA
Registered Investment Advisory firm - SEC (6/14/2001 Approved)
District of Columbia
Registered Investment Advisory firm - SEC (12/31/2010 Failure to Renew)
BD
Terminated by SEC on 02/14/2011
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Contact information

Main Address
555 Croton Road Suite 210, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 337-7640
Established
Pennsylvania since 03/09/1995
Firm type
Corporation
Fiscal year end
December
# of Employees
57

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
NORRIS, KEVIN BRIANPRESIDENT, CHIEF COMPLIANCE OFFICER & CHEIF INVESTMENT OFFICER2498441
SEIDEL, RICHARD BASCOMCHAIRMAN1232224
CROSSETT, THOMAS JVICE PRESIDENT SALES & MARKETING3223221

Regulatory assets under management

Total Number of Accounts4,636
AUM (Assets Under Management)$ 2,652,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GIRARD PARTNERS LTD.

CRD#: 39163Sellersville, PA

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