Greg Vairo has been an investment adviser representative at Marotta Asset Management since March 2022, and is not listed among the firm’s executive officers or direct owners. Greg Vairo holds a Bachelor of Science in Business with a concentration in Financial Planning from Virginia Tech.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
Greg Vairo is Financial Planner of Marotta Wealth Management. He is part of the firm's tax specialty team and helps create its customized Roth conversion recommendations for Comprehensive clients. He joined the firm in 2021 after graduating from Virginia Tech.
- – present · 4 yearsCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Greg Vairo is registered as an investment adviser representative in Virginia, since March 2022.
- VirginiaSince 26 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Greg Taylor Vairo
- CRD
- 7265104
- Firm
- Marotta Asset Management · CRD 115645
- Office
- 1000 EDNAM CENTER, SUITE 200, Charlottesville, VA 22903-4615
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marottaonmoney.com
Where does Greg Vairo work?
Greg Vairo is an investment adviser representative registered through Marotta Asset Management, Inc. since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Greg Vairo a financial advisor?
Yes. Greg Vairo has a current investment-adviser registration in Virginia, through Marotta Asset Management since March 2022.
How many years of experience does Greg Vairo have?
Greg Vairo has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Greg Vairo passed?
Greg Vairo passed the Series 65 in March 2022.
Where is Greg Vairo based?
Greg Vairo’s registered office is in Charlottesville, VA.
Is Greg Vairo registered with FINRA?
No. Greg Vairo has no current broker registration.
How can I verify Greg Vairo’s record?
Search CRD 7265104 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Greg Vairo’s full registration record.
