David Randolph Freiman
Investment adviser representative at Vanguard Advisers, Inc.
27 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
27 years in the industry.
- Vanguard Advisers, Inc.Sep 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Free Library of PhiladelphiaJun 2023 to now
- Shining Knights ChessFeb 2016 to now
- After School Activities PartnershipNov 2006 to now
- Marriott International CorporationJan 1998 to now
- Fourleaf Federal CuMay 2025 to Sep 2025
- LPL Financial LLCMay 2025 to Sep 2025
- Wells Fargo Bank, NAMay 2017 to Feb 2024
- Wells Fargo Clearing Services, LLCMay 2017 to Feb 2024
- PNC BankNov 2012 to May 2017
- PNC Investments LLCNov 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
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
- 3173789
- Firm CRD
- 106715