Luke Patrick Griese
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 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
12 years in the industry.
- Vanguard Advisers, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Dec 2022 to now
- Vanguard Marketing CorporationDec 2022 to now
- Infinia SearchSep 2020 to Dec 2022
- UnemployedMar 2020 to Sep 2020
- Ap Benefit Advisors, LLCDec 2018 to Mar 2020
- UnemployedMay 2018 to Dec 2018
- College of the Holy CrossAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7296160
- Firm CRD
- 106715