Thegrid LLC
Firm details
- Headquarters
- Camp Hill, Pennsylvania
- CRD number
- 325618
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Waldron
Chief Compliance OfficerCRD 3268001
Contacts
1 of 1
Anthony Conte
Managing PartnerCRD 4838675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
River Wealth Advisors LLC
RIACamp Hill, PA
Lighthouse Wealth Management, LLC
RIACamp Hill, PA
Masland & Barrick Advisory, Inc
RIACamp Hill, PA
Langan Financial Group
RIACamp Hill, PA
Invariant Investment Management
RIACamp Hill, PA
Keller Financial Group
RIACamp Hill, PA