Gregory Paul Girdis

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 03/2017
  Linden Thomas / Wells Fargo Advisor
  Charlotte, NC
• 07/2016 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith, Inc
  Fort Mill, SC
• 09/2017 → 02/2018
  Lpl Financial Llc
  Fort Mill, SC
• 04/2018 → 10/2018
  Wells Fargo Clearing Services
  Charlotte, NC
• 05/2017 → 08/2017
  Harvest Asset Management
  Fort Mill, SC
• 10/2018 → 04/2022
  Lpl Financial Llc
  Fort Mill, SC
• 04/2022 → 07/2023
  Cuso Financial Services, L.P.
  Fort Mill, SC
• 04/2022 → 07/2023
  Allegacy Federal Credit Union
  Fort Mill, SC
• 07/2023 → 07/2025
  Td Bank N.A.
  Fort Mill, SC
• 07/2023 → 07/2025
  Td Private Client Wealth Llc
  Fort Mill, SC
• 07/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 07/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2023-08-08 → 2025-07-09
  Td Private Client Wealth Llc
  Greenville, SC
  Vienna, VA
• 2022-05-06 → 2023-07-28
  Cuso Financial Services, L.P.
  Winston-Salem, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-04
• S63 Uniform Securities Agent State Law Examination
  2014-06-02

Other Names

• Paul A Girdis
• Gregory P Girdis
• Greg A Girdis
• Gregory A Girdis
• Gregory Girdis
• Greg P Girdis
• Greg Girdis
• Greg Paul Girdis
• Paul Girdis