linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Nicholas Colao

Girard Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Nicholas Colao

James Colao is an Investment Advisor Representative at Girard Advisory Services, LLC located in King of Prussia, PA. James is a Certified Financial Planner. James is also a Registered Representative and Investment Advisor Representative. James has been in the industry since 2015. James has experience with various investment strategies, including financial planning, portfolio management for individuals and businesses, and pension consulting. James has worked with Vanguard Marketing Corporation and Fidelity Brokerage Services LLC before joining Girard Advisory Services, LLC.

Firm Information

James Colao is currently registered with Girard Advisory Services, LLC. Girard Advisory Services, LLC is a Pennsylvania-based corporation that has been providing advisory services since 1995. The firm offers a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Girard Advisory Services, LLC manages approximately $2.3 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth. The firm is headquartered in King of Prussia, Pennsylvania.
Girard Advisory Services, LLC

555 CROTON ROAD

KING OF PRUSSIA, PA 19406

$2.33B

Assets Under Management

Not reported

Total Clients

50

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Colao’s Registration & Firm History

PA

04/08/2024 - Present

Girard Advisory Services, LLC (KING OF PRUSSIA PA)

PA

10/11/2022 - 03/22/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

NJ

02/15/2017 - 09/19/2022

FIDELITY BROKERAGE SERVICES LLC (PRINCETON NJ)

NJ

08/28/2015 - 02/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

Not sure if James Nicholas Colao is right for you?

Licenses & Designations

BOTH

Issued 11/11/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Nicholas Colao.
Not sure if James Nicholas Colao is right for you?