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Garret James Desjardins

RTD Financial Advisors Inc.

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About Garret James Desjardins

Garret Desjardins is a financial advisor at RTD Financial Advisors Inc. Garret is a CERTIFIED FINANCIAL PLANNER™ professional, with over five years of experience in the financial services industry. Garret earned his Series 7 and Series 66 licenses in 2015 and his Series SIE in 2018. Garret has experience working with individuals, corporations, and charitable organizations, providing financial planning and investment management services. Garret specializes in retirement planning, investment management, and insurance planning. Garret is a Registered Investment Advisor in Pennsylvania.

Firm Information

Garret Desjardins is currently registered with RTD Financial Advisors Inc.. RTD Financial Advisors Inc. is a registered investment advisor located in Philadelphia, PA. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. The firm manages approximately $2.12 billion in assets.
RTD Financial Advisors Inc.

30 S. 17TH STREET

PHILADELPHIA, PA 19103

$2.12B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Garret Desjardins’s Registration & Firm History

PA

04/05/2021 - Present

RTD Financial Advisors Inc. (Philadelphia PA)

PA

02/02/2015 - 10/11/2019

COMMONWEALTH FINANCIAL NETWORK (DOYLESTOWN PA)

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Licenses & Designations

BOTH

Issued 07/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garret James Desjardins.
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