Vanguard Advisers, Inc.
Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $276,525,412,785 in 518,715 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management276,525MILLION
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Total Number of Accounts518,715ACCOUNTS
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Average Account Value$533,097
- 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
James Abbott (CRD# 5884770) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Selena Abraham (CRD# 3088936) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 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 7 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 15 years of experience in the finance industry.
David Adams (CRD# 6223212) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 8 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 23 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 16 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 8 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 6 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 8 years of experience in the finance industry.