Anthony BerumenCRD Number: 6150574
Current Firm: Vanguard Advisers, Inc.
Anthony Berumen (CRD# 6150574) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry. Anthony Berumen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Jan 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Jul 2015|
Total Assets Under Management299,192MILLIONS
Total Number of Accounts634,470ACCOUNTS
Average Account Value$471,562
- 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, WY
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