Robert Raymond Roberti
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
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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
14 years in the industry.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.May 2026 to now
- Vanguard Marketing CorporationMay 2026 to now
- UnemployedJan 2026 to May 2026
- Ultimus Fund Distributors, LLCSep 2025 to Jan 2026
- New Age Alpha, LLCJul 2025 to Jan 2026
- EssMay 2025 to May 2025
- UnemployedSep 2024 to May 2025
- Wells Clearing Services, LLC.Feb 2012 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
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
- 2372968
- Firm CRD
- 106715