William Gaston Bailey
Investment adviser representative at Vanguard Advisers, Inc.
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Vanguard Advisers, Inc.Mar 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- FinraMar 2006 to now
- Edward JonesDec 2023 to May 2025
- Fidelity Brokerage Services LLCAug 2021 to Dec 2023
- Self-employedApr 2019 to Aug 2021
- TD Ameritrade, Inc.Dec 2018 to Mar 2019
- Self-employedJul 2018 to Sep 2018
- Hart MedicalSep 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2021
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
- 2432923
- Firm CRD
- 106715