Gregory Scott Latini
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.
- Vanguard Advisers, Inc.Dec 2022 to now
- The Vanguard Group, Inc.Oct 2022 to now
- Goldman Sachs Personal FinancialmanagementOct 2019 to Nov 2022
- United Capital Financial Advisers LLCOct 2019 to Nov 2022
- TIAAJan 2016 to Oct 2019
- TIAA-CREF Individual & Institutional Services, LLCJan 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2023
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
- 4150399
- Firm CRD
- 106715