AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DB

Donald J. Bird

BIRD FINANCIAL GROUP
Philadelphia, PA 19132
Some features on this profile are disabled
CRD#: 4688518
DB

Professional summary

Donald J Bird, CFP® is a registered financial advisor currently at BIRD FINANCIAL GROUP LLC located in Philadelphia, Pennsylvania.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Donald has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Donald J Bird's 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

Experience

Current

January 10, 2025 - Present

BIRD FINANCIAL GROUP LLC

Office #1: 3045 N. 35th Street, Philadelphia, PA 19132
RIA
CRD#: 333764
Philadelphia, PA
Past

August 7, 2017 - April 17, 2018

PFM FUND DISTRIBUTORS, INC.

BD
CRD#: 114474
PHILADELPHIA, PA
Past

August 20, 2007 - December 15, 2014

HIRTLE, CALLAGHAN & CO., LLC

RIA
CRD#: 105403
WEST CONSHOHOCKEN, PA
Past

October 28, 2004 - April 23, 2007

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(1/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/15/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/16/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/17/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/7/2017
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 12/21/2012
National Commodity Futures Examination

Current Firm

BF
BIRD FINANCIAL GROUP LLC
BIRD FINANCIAL | BIRD FINANCIAL GROUP LLC | BIRD FINANCIAL GROUP

CRD#: 333764 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/10/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3045 N. 35th Street, Philadelphia, PA 19132-1818
Mailing Address
Phone number
(215) 778-4048
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 144,206

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

BIRD FINANCIAL GROUP LLC

CRD#: 333764Philadelphia, PA 19132

TRUST BUT VERIFY

Monitor Donald Bird

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Peter F Gaertner
Peter GaertnerAdvisorCheck Check Mark
ROFFMAN MILLER ASSOCIATES INC
IAR
Philadelphia, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.