Catherine Marie Clark
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.
- Bean Counters & Associates, LLCOct 2025 to now
- Vanguard Advisers, Inc.May 2021 to now
- The Vanguard Group, Inc.May 2021 to now
- Vanguard Marketing CorporationMay 2021 to now
- Pfs Investments Inc.Feb 2021 to Jun 2021
- Primerica Financial ServicesFeb 2021 to Jun 2021
- Blue Lotus StrategiesApr 2019 to Apr 2021
- University of IllinoisJun 2017 to Jun 2019
- Depaul UniversitySep 2016 to Mar 2017
- Charles Schwab & Co., Inc.Aug 2015 to Feb 2019
- Charles Schwab BankAug 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4491208
- Firm CRD
- 106715