Vanguard Advisers, Inc.
Vanguard Advisers, Inc. (CRD# 106715) is a financial advisory firm headquartered in Malvern, PA. They manage $160,926,810,750 in 460,532 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management160,927MILLION
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Total Number of Accounts460,532ACCOUNTS
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Average Account Value$349,437
- 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
Ernest Miranda (CRD# 5893447) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry. Ernest Miranda 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.
Mekonen Abraham (CRD# 2836572) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 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 20 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 19 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.
Adedeji Akintoye (CRD# 5170697) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 11 years of experience in the finance industry. Adedeji 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.
Pauline Alden (CRD# 5505536) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 11 years of experience in the finance industry. Pauline Alden 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 13 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.
Anthony Allen (CRD# 5717690) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Anthony 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.