Angela Marie Dahlman
Investment adviser representative at Vanguard Advisers, Inc.
14 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
14 years in the industry.
- Vanguard Advisers, Inc.Nov 2023 to now
- The Vanguard Group, Inc.Aug 2023 to now
- Vanguard Marketing CorporationAug 2023 to now
- Organize Your Biz, LLCJan 2012 to now
- RandstadApr 2023 to Jun 2023
- Verus Cloud SecureAug 2022 to Mar 2023
- Self EmployedJan 2016 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 4460028
- Firm CRD
- 106715