Darrell Samuel Montgomery
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
3 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
13 years in the industry.
- Vanguard Advisers, Inc.Jun 2019 to now
- The Vanguard Group, Inc.Jun 2017 to now
- Vanguard Marketing CorporationJun 2017 to now
- Quantify Wealth Solutions LLCMay 2016 to Jun 2017
- Quantify Group, LLCAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 3 states (DE, 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
- 4748848
- Firm CRD
- 106715