Gregory Paul Girdis
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- TD Bank N.A.Jul 2023 to Jul 2025
- TD Private Client Wealth LLCJul 2023 to Jul 2025
- Allegacy Federal Credit UnionApr 2022 to Jul 2023
- Cuso Financial Services, L.P.Apr 2022 to Jul 2023
- LPL Financial LLCOct 2018 to Apr 2022
- Wells Fargo Clearing ServicesApr 2018 to Oct 2018
- LPL Financial LLCSep 2017 to Feb 2018
- Harvest Asset ManagementMay 2017 to Aug 2017
- Linden Thomas / Wells Fargo AdvisorOct 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4374449
- Firm CRD
- 106715