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Marc Nathan Balcer

Girard Advisory Services, LLC

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About Marc Nathan Balcer

Marc Nathan Balcer is a financial advisor with Girard Advisory Services, LLC. Marc has been in the financial industry since 1997 and is a Chartered Financial Analyst. Marc is registered with the state of Pennsylvania. Marc provides financial planning, pension consulting, and selection of other advisors. In addition to his work at Girard Advisory Services, LLC, Marc also owns and teaches at the Center for Self-Care, LLC.

Firm Information

Marc Balcer 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.

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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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Marc Balcer’s Registration & Firm History

PA

10/20/2021 - Present

Girard Advisory Services, LLC (KING OF PRUSSIA PA)

NY

06/19/1997 - 08/02/2002

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2020

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Nathan Balcer.
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