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Delfin Rosca Llamas

Investment adviser representative at Vanguard Advisers, Inc.
16 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

16 years in the industry.

  1. Vanguard Advisers, Inc.Jun 2025 to now
  2. The Vanguard Group, Inc.Jun 2025 to now
  3. TIAAMay 2024 to Apr 2025
  4. TIAA-CREF Individual & Institutional Services, LLCMay 2024 to Apr 2025
  5. UnemployedJan 2023 to Apr 2024
  6. Vanguard Advisers, Inc.May 2021 to Dec 2022
  7. The Vanguard Group, Inc.Nov 2010 to Dec 2022
  8. Vanguard Marketing CorporationNov 2010 to Dec 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2021

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
5302904
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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