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Keisha Denice Mcgowens

Investment adviser representative at Vanguard Advisers, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

20 years in the industry.

  1. Vanguard Advisers, Inc.Mar 2025 to now
  2. The Vanguard Group, Inc.Mar 2025 to now
  3. TIAADec 2017 to Mar 2025
  4. TIAA-CREF Individual & Institutional Services, LLCDec 2017 to Mar 2025
  5. Vanguard Advisers IncAug 2017 to Dec 2017
  6. Vanguard Marketing CorporationAug 2006 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2018

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
5202514
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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