Douglas Joseph Greenberg
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Jun 2025 to now
- Vanguard Marketing CorporationJun 2025 to now
- UnemployedSep 2024 to May 2025
- TIAA-CREF Individual & Institutional Services, LLCNov 2023 to Aug 2024
- AmeripriseSep 2023 to Nov 2023
- UnemployedMar 2023 to Sep 2023
- Alphastar Capital ManagementNov 2022 to Jan 2023
- Wells Fargo & CompanyOct 2019 to Mar 2023
- Lm Restaurant's dba Carolina Ale HouseJan 2019 to Nov 2019
- TalentbridgeMay 2017 to Oct 2019
- Red Ventures LLCDec 2016 to Apr 2017
- UnemployedJan 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 5228199
- Firm CRD
- 106715