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Christopher Brian Carr

Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets

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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.

  1. Vanguard Advisers, Inc.Dec 2024 to now
  2. The Vanguard Group, Inc.Dec 2024 to now
  3. UnemployedJul 2024 to Dec 2024
  4. Citizens Securities, Inc.Apr 2022 to Jul 2024
  5. TIAAFeb 2016 to Apr 2022
  6. TIAA-CREF Individual & Institutional Services, LLCFeb 2016 to Apr 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
3041162
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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