Glen David Amason
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Dec 2025 to now
- The Vanguard Group, Inc.Dec 2025 to now
- Vanguard Marketing CorporationDec 2025 to now
- Generational Wealth Advisors, LLCApr 2024 to Dec 2025
- Fidelity Brokerage Services, LLCJan 2020 to Apr 2024
- Fidelity InvestmentsJan 2020 to Apr 2024
- Kestra Financial, Inc.May 2018 to Jan 2020
- Halcyon Wealth Advisors, LLCApr 2018 to Jan 2020
- Fisher InvestmentsSep 2017 to Feb 2018
- Capital One Investing, LLCNov 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2281746
- Firm CRD
- 106715