Melissa Kerynne mieiko Patton
Investment adviser representative at Vanguard Advisers, Inc.
16 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
16 years in the industry.
- Vanguard Advisers, Inc.Oct 2022 to now
- The Vanguard Group, Inc.Oct 2022 to now
- Vanguard Marketing CorporationOct 2022 to now
- Self-employedJan 2012 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2022
- Wells Fargo Advisors LLCJul 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4946267
- Firm CRD
- 106715