James Colao is a CFP-designated registered investment advisor, based in King of Prussia, PA, with 10 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
555 Croton Road, Suite 210, King of Prussia, PA, 19406
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Girard Investment Services, LLCBroker
April 2026 - Present · 6 mos
Girard Advisory Services, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Vanguard Marketing CorporationBroker
October 2022 - March 2024 · 1 yr 5 mos
Vanguard Advisers, INC.
October 2022 - March 2024 · 1 yr 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2022 · 4 yrs 2 mos
Strategic Advisers LLC
February 2017 - July 2018 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
February 2017 - September 2022 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - February 2017 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - February 2017 · 1 yr 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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