DB
Donald J. Bird
BIRD FINANCIAL GROUP
Philadelphia, PA 19132
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CRD#: 4688518
DB
Donald J BirdBIRD FINANCIAL GROUP
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.
At a Glance
Always Fiduciary
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.
In addition to my role as an investment adviser representative with Bird Financial Group LLC, I am actively involved in the following outside business activities: Coaching and Speaking Engagements: I regularly participate as a coach and speaker for a variety of professional and personal development events. These activities are performed as part of Bird Brand Enterprises LLC located at 3045 N. 35th Street 19132 where Donald J. Bird is the Founder (06/2018) and CEO and spends about 25 hours per month none of which are during the security trading hours. These speaking and coaching engagements are focused on leadership, financial education, and personal growth, and are conducted through live events, workshops, and online platforms. My coaching and speaking engagements are typically centered around helping individuals and businesses improve their financial literacy, career growth, and personal fitness. These activities may take place outside of my investment advisory business hours but do not conflict with my obligations to Bird Financial Group LLC. I receive compensation for these services in the form of speaking fees, consulting fees, and coaching packages, which are disclosed to clients upon request. Bird Brand Enterprises LLC is not an investment related business. Content Creation | Media Production: Donald J. Bird also engages in the production and creation of various forms of media content, including podcasts, blogs, online courses, and video content. These activities are performed as part of Be Legendary Media Group LLC located at 3045 N. 35th Street 19132 where Donald J. Bird is the Founder (06/2019) and CEO and spends about 25 hours per month none of which are during the security trading hours. The focus of this media is primarily around financial planning, investment education, and personal development. I develop and distribute content aimed at empowering individuals to achieve financial independence and personal success through strategic planning and action. These media and content production activities are intended to complement my advisory role by educating and engaging a broader audience. Although these activities are separate from my advisory duties, they may serve to enhance the client experience by providing additional resources and insights outside of traditional advisory services. Be Legendary Media Group LLC is not an investment related business. I am mindful to ensure that these outside business activities do not create any conflict of interest or interfere with my fiduciary duty to my clients. All outside activities are performed with transparency, and I am available to discuss any potential implications with my clients.
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®
Experience
Current
January 10, 2025 - Present
BIRD FINANCIAL GROUP LLC
Office #1: 3045 N. 35th Street, Philadelphia, PA 19132RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Loading...
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
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 144,206 |
Red Flags
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