Lisa Marie Buono
Investment Adviser Representative at Girard Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lisa Marie Buono is an investment adviser representative with Girard Advisory Services, LLC in King of Prussia, PA, where they have been registered since 2011. They have worked in the securities industry since 1998 and were previously registered with Univest Investments, Inc. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GIRARD Partners, LtdApr 2011 – Dec 2018King Of Prussia, PA
- Girard Investment Services, LLC f/k/a Univest Investments, Inc.Jul 2014 – no end date reportedKing of Prussia, PA
- TCG Investment Advisory, Inc.Oct 2014 – Dec 2018Allentown, PA
- Girard Advisory Services, LLCJan 2019 – no end date reportedKing of Prussia, PA
- Girard Pension ServicesDec 2018 – Jan 2019Allentown, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Girard Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 7
- Main office:
- King Of Prussia, PA
- SEC file number:
- 801-60354
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Girard Advisory Services, LLC
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lisa Marie Buono has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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