Misty Nicole Calderon
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- Calderon Consulting Group LLCJan 2025 to now
- TIAAMay 2024 to Jan 2026
- TIAA-CREF Individual & Institutional Services, LLCMay 2024 to Jan 2026
- Bb&t Securities, LLCApr 2020 to Feb 2021
- Truist Advisory Services, Inc.Aug 2018 to May 2024
- Truist Investment Services, Inc.Aug 2018 to May 2024
- Suntrust Advisory Services, Inc.Aug 2018 to Feb 2021
- Suntrust Investment ServicesAug 2018 to Feb 2021
- TIAAFeb 2018 to Jul 2018
- TIAA-CREF Individual & Institutional Services, LLCFeb 2018 to Jul 2018
- Wells Fargo Advisors Financial Network, LLCNov 2015 to Feb 2018
- Wells Fargo Clearing Services, LLCNov 2015 to Feb 2018
- First Clearing, LLCNov 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5311244
- Firm CRD
- 106715