Evan Bandler Adams
Investment adviser representative at Vanguard Advisers, Inc.
20 yearsExperience
2 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
20 years in the industry.
- Vanguard Advisers, Inc.Sep 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Alera Investment Advisors, LLCJan 2025 to Sep 2025
- Benefits Commerce GroupJan 2025 to Sep 2025
- UnemployedSep 2024 to Jan 2025
- Pensionmark Securities, LLCJan 2024 to Sep 2024
- World Investment Advisors, LLCJan 2024 to Sep 2024
- Sequoia Consulting GroupDec 2023 to Sep 2024
- The Vanguard Group, Inc.Jan 2005 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2022
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
- 4896524
- Firm CRD
- 106715