Randy James Lee
Investment adviser representative at Vanguard Advisers, Inc.
22 yearsExperience
2 statesRegistered in
CFADesignation
$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
22 years in the industry.
- Vanguard Advisers, Inc.Jan 2023 to now
- The Vanguard Group, Inc.Jan 2023 to now
- Vanguard Marketing CorporationJan 2023 to now
- UnemployedAug 2021 to Jan 2023
- The Vanguard Group, Inc.Jul 2004 to Aug 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (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
- 4824159
- Firm CRD
- 106715