Thegrid LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Camp Hill, Pennsylvania
CRD number
325618
Fee structure
Other

Firm profile

FINTRX

Overview

Thegrid LLC is organized as a limited liability company and is recorded as an institutional registered investment adviser. The firm is owned by an individual and is not identified in the record as a multi-state adviser or a pension consultant. Fee arrangements are listed as "Other," indicating the firm uses nonstandard or bespoke billing terms rather than a simple AUM or hourly model; specific fee schedules are not provided. Thegrid operates in multiple regulatory roles: it functions both as a registered representative of a broker‑dealer and as an insurance broker. Those business activities suggest the firm blends brokerage and insurance distribution with advisory services rather than operating solely as a traditional fee‑only RIA. Thefirm is not identified as an active ESG investor in the available data. The record does not list the year of SEC registration and it does not classify the firm as a capital allocator, though the firm does make use of third‑party managers for certain strategies (see Investments & Alternatives).

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Waldron

    John Waldron

    Chief Compliance OfficerCRD 3268001

Contacts

1 of 1
  • Anthony Conte

    Anthony Conte

    Managing PartnerCRD 4838675

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Camp Hill, PA

Cumberland

Location

Camp Hill, PA

Headquartered in Camp Hill, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
2009 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth