Bryan Michael Welborn
Investment adviser representative at Vanguard Advisers, Inc.
19 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
19 years in the industry.
- Vanguard Advisers, Inc.Dec 2020 to now
- The Vanguard Group, Inc.Nov 2020 to now
- TIAAOct 2007 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCOct 2007 to Nov 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5101140
- Firm CRD
- 106715