Stephen Jay Myers
Investment adviser representative at Vanguard Advisers, Inc.
23 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
23 years in the industry.
- Vanguard Advisers, Inc.May 2022 to now
- The Vanguard Group, Inc.May 2022 to now
- LPL Financial LLCAug 2021 to Apr 2022
- M.S. Howells & Co.Feb 2020 to Jun 2021
- Msh Capital Advisors LLCFeb 2020 to Jun 2021
- Advisor GroupNov 2018 to Jan 2020
- Charles Schwab & Co., Inc.Jan 2003 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2017
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
- 2834875
- Firm CRD
- 106715