Ross Mason Peterson
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Ross Mason Peterson? Claim your profile
Contact this firm
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
12 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Fidelity InvestmentsMay 2021 to Aug 2025
- Self-employedApr 2021 to Apr 2021
- Crump Life Insurance ServicesFeb 2020 to Apr 2021
- P.J. Robb Variable, LLCFeb 2020 to Apr 2021
- Allstate Insurance CompanyJul 2014 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (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
- 4694229
- Firm CRD
- 106715