Michael Joseph Morrissey
Investment adviser representative at Vanguard Personalized Indexing Management
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$11.4BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Vanguard Personalized Indexing ManagementJun 2024 to now
- The Vanguard Group, Inc.Sep 2008 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
Vanguard Personalized Indexing Management
$11.4BAssets managed
205Clients
6Advisers
7 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
- 5385495
- Firm CRD
- 285366