William Charles Snyder
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
1 stateRegistered 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 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- UnemployedDec 2020 to Sep 2025
- Avantax Advisory ServicesOct 2019 to Dec 2020
- Avantax Investment Services, Inc.Oct 2019 to Dec 2020
- Avantax Insurance Services, Inc.Sep 2012 to Dec 2020
- 1st Global Advisors, Inc.Sep 2012 to Oct 2019
- 1st Global Capital CorpSep 2012 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 4569824
- Firm CRD
- 106715