Robert Harvey Pothier
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 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 2025 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- UnemployedMay 2025 to Sep 2025
- Cetera Financial GroupDec 2019 to Apr 2025
- Pothier Law OfficesOct 2018 to Nov 2019
- U.S. Small Business AdministrationNov 2017 to Sep 2018
- UnemployedJul 2017 to Nov 2017
- Hire CounselNov 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, 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
- 4409678
- Firm CRD
- 106715