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Michael Teed

Investment adviser representative at Vanguard Advisers, Inc.
30 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

30 years in the industry.

  1. Vanguard Advisers, Inc.Dec 2021 to now
  2. The Vanguard Group, Inc.Nov 2021 to now
  3. Vanguard Marketing CorporationNov 2021 to now
  4. UnemployedJul 2021 to Nov 2021
  5. Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2021
  6. Fidelity Brokerage Services, Inc.Sep 1996 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2001

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
2828187
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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