Pooneh Pordell Warinner
Investment adviser representative at Vanguard Advisers, Inc.
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Vanguard Advisers, Inc.Jul 2026 to now
- The Vanguard Group, Inc.Jul 2026 to now
- Vanguard Marketing CorporationJul 2026 to now
- Self-employedJul 2023 to now
- J.P. Morgan Securities LLCMay 2023 to Jul 2026
- UnemployedNov 2021 to Apr 2023
- The Vanguard Group, Inc.Jun 2020 to Oct 2021
- Edward JonesNov 2019 to Jun 2020
- Charles Schwab Co.,Inc.Apr 2000 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 2385920
- Firm CRD
- 106715