Todd Michael Guilfoyle
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.
- Self-employedAug 2024 to now
- Vanguard Advisers, Inc.Feb 2022 to now
- The Vanguard Group, Inc.Sep 2021 to now
- Vanguard Marketing CorporationSep 2021 to now
- UnemployedJun 2021 to Sep 2021
- P.J. Robb Variable CorpFeb 2020 to May 2021
- Crump Life Insurance ServicesJan 2020 to May 2021
- TIAANov 2005 to Dec 2019
- TIAA-CREF Individual & Institutional Services, LLCNov 2005 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
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
- 5138936
- Firm CRD
- 106715