Daniel Jessei Arostegui
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
1 stateRegistered 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.Mar 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- UnemployedNov 2025 to Feb 2026
- Edward JonesAug 2025 to Oct 2025
- UnemployedMay 2025 to Aug 2025
- Principal Advised ServicesJan 2025 to May 2025
- UnemployedNov 2024 to Dec 2024
- J.P. Morgan Securities LLCJan 2021 to Oct 2024
- Charles SchwabSep 2017 to Dec 2020
- Sam's ClubMay 2017 to Sep 2017
- TIAAMar 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 5303833
- Firm CRD
- 106715