Wendy SimensonCRD Number: 2980567
Current Firm: Vanguard Advisers Inc.
Wendy Simenson (CRD# 2980567) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|Vanguard Advisers, Inc.||Malvern, PA||Jan 1999 - Current||19|
|The Vanguard Group, Inc.||Malvern, PA||Oct 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1999|
Total Assets Under Management107,796MILLIONS
Total Number of Accounts354,254ACCOUNTS
Average Account Value$304,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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