Vanguard Advisers, Inc.
Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $299,191,714,649 in 634,470 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management299,192MILLION
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Total Number of Accounts634,470ACCOUNTS
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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
Selena Abraham (CRD# 3088936) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Isaac Acosta Montenegro (CRD# 6268438) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Isaac Acosta Montenegro 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.
James Acuna (CRD# 5050610) 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 (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 25 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.
Ryan Adams (CRD# 4815850) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 19 years of experience in the finance industry. Ryan 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.
David Adamson (CRD# 6199278) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry.
James Adamus (CRD# 6416780) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 8 years of experience in the finance industry.
Kelsey Adler (CRD# 6207396) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Stephen Ajemian (CRD# 3253690) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 24 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.
Hamad Akhtar (CRD# 5687504) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 14 years of experience in the finance industry.