Nathan Paul Merrill
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Advisers, Inc.Jul 2026 to now
- The Vanguard Group, Inc.Jan 2025 to now
- Vanguard Marketing CorporationJan 2025 to now
- RandstadJul 2024 to Dec 2024
- Arizona Zd LLC dba Zoom Drain of Phoenix East ValleySep 2023 to Oct 2025
- Self-employedMay 2023 to Aug 2023
- UnemployedJun 2021 to Apr 2023
- Financial Engines Advisors L.L.C.Jun 2019 to Jun 2021
- UnemployedMar 2019 to Jun 2019
- Fidelity Personal and Workplace AdvisorsApr 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 5158340
- Firm CRD
- 106715