Vanguard Advisers Inc.
Vanguard Advisers Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $79,883,275,245 in 546,930 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management79,883MILLION
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Total Number of Accounts546,930ACCOUNTS
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Average Account Value$146,058
- 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
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
Mekonen Abraham (CRD# 2836572) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 20 years of experience in the finance industry. Mekonen Abraham 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.
Gregory Adams (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Charlotte, NC and has over 18 years of experience in the finance industry. Gregory Adams 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.
Stephen Ajemian (CRD# 3253690) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 17 years of experience in the finance industry. Stephen Ajemian 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.
Mobolaji Akintoye (CRD# 5170697) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 9 years of experience in the finance industry. Mobolaji Akintoye 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.
Syed Ali (CRD# 4967592) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 11 years of experience in the finance industry. Syed Ali 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.
Derek Allen (CRD# 5206530) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry. Derek Allen 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.
Alexander Alonso (CRD# 5844354) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 6 years of experience in the finance industry. Alexander Alonso 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.
Todd Altomare (CRD# 2591621) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 22 years of experience in the finance industry. Todd Altomare 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.