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Financial ADVSR advisor directory · SEC adviser records

Vanguard Personalized Indexing Management financial advisors

Every SEC-registered investment adviser representative at Vanguard Personalized Indexing Management, by the state and city of the office they work from.

5 registered advisors work at Vanguard Personalized Indexing Management, in 2 states and 2 cities; the most are in Oakland, CA (4). 1 list the CFP designation and 3 are also registered broker representatives.

Search every Vanguard Personalized Indexing Management advisor by name →Who joined and left Vanguard Personalized Indexing Management →Vanguard Personalized Indexing Management: assets, clients and custodians →Vanguard news and advisor moves →

Cities with the most Vanguard Personalized Indexing Management advisors

Oakland, CA 4Malvern, PA 1

Vanguard Personalized Indexing Management advisors by state

Vanguard Personalized Indexing Management in California 4

Oakland 4

Vanguard Personalized Indexing Management in Pennsylvania 1

Malvern 1

Questions

How many financial advisors does Vanguard Personalized Indexing Management have?

5 investment adviser representatives are registered with Vanguard Personalized Indexing Management, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 1 list the CFP designation and 3 are also registered as broker representatives.

Where does Vanguard Personalized Indexing Management have the most advisors?

Oakland, CA, with 4 registered advisors, then Malvern, PA (1). By state, California has the most, with 4.

How do I find a Vanguard Personalized Indexing Management financial advisor near me?

Pick your state below, then your city, to see every Vanguard Personalized Indexing Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Vanguard Personalized Indexing Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →