Placido John Rodriguez
Investment adviser representative at Vanguard Advisers, Inc.
16 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
16 years in the industry.
- Vanguard Advisers, Inc.Jun 2022 to now
- The Vanguard Group, Inc.Jun 2022 to now
- Vanguard Marketing CorporationJun 2022 to now
- Fidelity InvestmentsJun 2021 to Jun 2022
- Avantax Investment Services, Inc.Sep 2020 to May 2021
- Avantax Advisory ServicesSep 2020 to Mar 2021
- Peak American Investment Advisors, Inc.Aug 2020 to Sep 2020
- W&s Brokerage ServiceApr 2020 to Jul 2020
- Western Southern LifeMar 2020 to Jul 2020
- Comerica Securities, Inc.Jun 2017 to Mar 2020
- UnemployedApr 2017 to May 2017
- TIAAAug 2010 to Mar 2017
- TIAA-CREF Individual & Institutional Services, LLCAug 2010 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4789518
- Firm CRD
- 106715