Daniel Roland Holloway
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Brinker Capital Securities LLCSep 2020 to Apr 2025
- Orion Portfolio Solutions LLCFeb 2015 to Apr 2025
- Brinker Capital Inc.Feb 2015 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2015
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
- 3201477
- Firm CRD
- 106715