Matthew Martin Puttroff
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- TIAAAug 2022 to Jun 2025
- TIAA-CREF Individual & Institutional Services, LLCAug 2022 to Jun 2025
- Glenfair LanesMar 2022 to Jun 2025
- UnemployedJun 2021 to Mar 2022
- Fidelity Brokerage Services LLCOct 2019 to Jun 2021
- Fidelity Personal and Workplace AdvisorsOct 2019 to Jun 2021
- Fidelity InvestmentsSep 2019 to Jun 2021
- TIAAApr 2018 to Oct 2019
- TIAA-CREF Individual & Institutional Services, LLCApr 2018 to Sep 2019
- Se2, LLCMay 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
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
- 4629381
- Firm CRD
- 106715