Angelica Vernay Proctor
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- Xodus Unlimited, LLCSep 2024 to now
- Cetera Wealth Services, LLCMar 2023 to Jul 2025
- Sageview Advisory Group, LLCDec 2022 to Jul 2025
- Northwestern Mutual Investment Services, LLCFeb 2022 to Dec 2022
- Northwestern Mutual Wealth Management CompanyFeb 2022 to Dec 2022
- Scott Randall SweetNov 2021 to Dec 2022
- Thomas FinancialJan 2019 to Nov 2021
- Nelson Partners Student HousingJul 2018 to Nov 2018
- Provasi Capital Partners LPNov 2017 to May 2018
- 1st Global Research & ConsultingMar 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State 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
- 5447029
- Firm CRD
- 106715