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Timothy Michael Palilonis

Investment adviser representative at Vanguard Advisers, Inc.
21 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

21 years in the industry.

  1. The Vanguard Group, Inc.May 2026 to now
  2. Vanguard Advisers, Inc.May 2026 to now
  3. Vanguard Marketing CorporationMay 2026 to now
  4. Blackrock Investments, Inc.Sep 2006 to Mar 2026
  5. Merrill Lynch Investment Managers, LLCSep 2006 to Mar 2026
  6. Fam Distributers, Inc.Jul 2005 to Mar 2026

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
4983161
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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