Mitchell Lloyd Wonboy
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Jan 2025 to now
- The Vanguard Group, Inc.Jan 2025 to now
- Vanguard Marketing CorporationJan 2025 to now
- Bank of America, N.A.Jun 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Dec 2024
- Equitable Financial Life InsuranceJan 2023 to Apr 2023
- Strategic Wealth Management SolutionsMar 2022 to Dec 2022
- UnemployedAug 2021 to Mar 2022
- Fisher InvestmentsDec 2020 to Jul 2021
- Fisher InvestmentsApr 2020 to Nov 2020
- Sgim Inc.Dec 2017 to Mar 2020
- Fisher InvestmentsJul 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 2796295
- Firm CRD
- 106715