Brian Bradford Slater
Investment adviser representative at Vanguard Advisers, Inc.
29 yearsExperience
3 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
29 years in the industry.
- Vanguard Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Cetera Investment Advisors, LLCSep 2025 to Jun 2026
- Cetera Wealth Services, LLCSep 2025 to Jun 2026
- Simon & SchusterJul 2025 to Jan 2026
- Harmony Wealth ManagementJan 2025 to Jun 2026
- Avantax Advisory ServicesJan 2025 to Sep 2025
- Avantax Investment Services IncJan 2025 to Sep 2025
- Lowe'sJan 2025 to Jul 2025
- UnemployedJul 2024 to Jan 2025
- Happier At Home CareMay 2024 to Jul 2024
- UnemployedNov 2023 to May 2024
- Edward JonesMay 2023 to Nov 2023
- Slater Wealth Planning, LLCSep 2018 to Apr 2023
- UnemployedDec 2016 to Sep 2018
- Condor Capital Wealth ManagementSep 1997 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, 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
- 2768313
- Firm CRD
- 106715