Michael Lloyd Del carlo
Investment adviser representative at Vanguard Advisers, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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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
18 years in the industry.
- Vanguard Advisers, Inc.Oct 2024 to now
- The Vanguard Group, Inc.Sep 2024 to now
- UnemployedJun 2024 to Sep 2024
- Fidelity InvestmentsApr 2023 to May 2024
- Vigilare Wealth ManagementJul 2019 to Mar 2023
- Schwab Private Client Investment Advisory, Inc.Jan 2012 to Jun 2019
- Charles Schwab & Co., Inc.Apr 2008 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2023
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
- 4793019
- Firm CRD
- 106715