Greg
Vairo
Marotta Wealth Management, Inc
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About this Advisor
Greg Vairo is a financial advisor operating in Charlottesville, Virginia with a total of 1 year of relevant experience. Vairo works at Marotta Wealth Management, Inc. Their career trajectory has included roles at Marotta Wealth Management, Texas Roadhouse, Virginia Tech Dining Services, Panda Express, Obsidian Planning Solutions, Axa Advisors, Virginia Tech and School. Vairo has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Virginia. Marotta Wealth Management, Inc is an advisory business operating out of Charlottesville, VA. It handles $525 million in assets under management across its 1,874 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,874 accounts, 43% belong to high-net-worth clients who have greater than $1 million in investable assets. Marotta Wealth Management, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on the services. Fee types charged by Marotta Wealth Management, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marotta Wealth Management, Inc Brokerage Details
$524,764,296
17
1,874
$280,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Greg Vairo Work History
Greg has been registered as a financial advisor for 1 years.*
Marotta Wealth Management
Obsidian Planning Solutions
Axa Advisors
Panda Express
Texas Roadhouse
Virginia Tech Dining Services
Virginia Tech
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Greg Vairo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marotta Wealth Management, Inc
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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