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RIA / WealthAdvisor33 years in industry

STEVEN BRIAN GIRARD

Advisor at NORTHSTAR FINANCIAL COMPANIES, INC.

CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:577df3e4-f002-bbed-c6a1-88c7c6e393be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTHSTAR FINANCIAL COMPANIES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 1, 1992
First registration: Jan 16, 2000
Dual registered: no
Other names: STEVE GIRARD
IAPD individual key: 2267878

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTHSTAR FINANCIAL COMPANIES, INC.	Independent wealth	Jan 28, 2003	n/a	yes	CONSHOHOCKEN, PA	Current employment
LONGVIEW WEALTH MANAGEMENT	Independent wealth	Jan 3, 2018	Dec 31, 2018	no	Conshohocken, PA\|ATLANTA, GA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 10, 2008	Feb 5, 2013	no	CONSHOHOCKEN, PA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 12, 2005	Mar 10, 2008	no	CONSHOHOCKEN, PA\|LOWELL, MA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 27, 2003	Jul 23, 2003	no	BALA CYNWYD, PA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 16, 2000	Dec 9, 2002	no	LOWELL, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LONGVIEW WEALTH MANAGEMENT	n/a	Dec 31, 2018	n/a	n/a	Departure no registered destination	Departure
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LONGVIEW WEALTH MANAGEMENT	Feb 5, 2013	Jan 3, 2018	1,793	Firm change after gap	Other
COMMONWEALTH FINANCIAL NETWORK	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 10, 2008	Mar 10, 2008	0	Firm change	Other
EQUITABLE ADVISORS, LLC	COMMONWEALTH FINANCIAL NETWORK	Jul 23, 2003	Oct 12, 2005	812	Firm change after gap	Ibd to ibd
COMMONWEALTH FINANCIAL NETWORK	NORTHSTAR FINANCIAL COMPANIES, INC.	Dec 9, 2002	Jan 28, 2003	50	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ NORTHSTAR FINANCIAL COMPANIES, INC.Registered adviserregistration: current employment
Jan 28, 2003 to presentfactForm ADV
→ LONGVIEW WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 3, 2018 to Dec 31, 2018factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 10, 2008 to Feb 5, 2013factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 12, 2005 to Mar 10, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2003 to Jul 23, 2003factForm ADV

Dated events

No dated event names this entity yet.