Holly Rae Grippe
Investment adviser representative at Private Advisor Group, LLC
17 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Private Advisor Group, LLCAug 2026 to now
- LPL FinancialJun 2023 to now
- One Az Wealth ManagmentJun 2023 to Jul 2026
- One Az Credit UnionMay 2022 to Jun 2023
- Credit Union WestNov 2021 to May 2022
- Horizon Housekeeping (self Employed)Aug 2015 to Nov 2021
- Tin Pony Soap House (self Emplyed)Aug 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7774870
- Firm CRD
- 155216