Elizabeth McBrien, financial advisor Malvern PA

Elizabeth McBrien

CRD Number: 6956842
Current Firm: Vanguard Advisers, Inc.

Elizabeth McBrien (CRD# 6956842) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Jun 2018 - Current 4
West Chester University West Chester, PA Aug 2014 - May 2018 3
Empowership (remote) Los Angeles, CA Jun 2017 - Dec 2017 < 1
Ron's Original Bar And Grill Exton, PA Dec 2016 - Dec 2017 1
Jump Start Sports Conshohocken, PA May 2017 - Aug 2017 < 1
Split Rail Tavern West Chester, PA Sep 2016 - Nov 2016 < 1
Jump Start Sports Conshohocken, PA May 2016 - Aug 2016 < 1
Nightlight Ice Cream Erdenhiem, PA May 2016 - Aug 2016 < 1
Landmark Americana West Chester, PA Jan 2015 - Sep 2015 < 1
Espositos Ice Cream Erdenhiem, PA May 2015 - Aug 2015 < 1
Bliss Ice Cream Oreland, PA May 2012 - Aug 2014 2
Springfield High School Erdenhiem, PA Sep 2009 - Jun 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Elizabeth M. McBrien
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    338,871
    MILLIONS
  • Total Number of Accounts
    602,258
    ACCOUNTS
  • Average Account Value
    $562,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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