Paul Andrew Grippi
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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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
13 years in the industry.
- Self-employedOct 2024 to now
- Vanguard Advisers, Inc.May 2020 to now
- The Vanguard Group, Inc.Mar 2020 to now
- Assurance IqOct 2019 to May 2024
- UnemployedMay 2019 to Oct 2019
- Sinclair BroadcastingJul 2018 to Feb 2020
- Janney Montgomery Scott LLCJun 2016 to Apr 2019
- Swb YankeesApr 2013 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 4992217
- Firm CRD
- 106715