Daniel Fallon Tafoya
Investment adviser representative at Vanguard Advisers, Inc.
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$344.6BFirm 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 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.
- Vanguard Advisers, Inc.Dec 2025 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- Digital Stage Bookkeeping, LLCMay 2025 to now
- Confidence Wealth & Insurance SolutionsJul 2023 to Oct 2025
- Confidence Wealth Management, Inc.Jul 2023 to Oct 2025
- Tafoya Enterprises LLCSep 2018 to Mar 2022
- T. Rowe Price Advisory Services, Inc.Oct 2017 to Jul 2023
- T. Rowe Price Investment Services, Inc.Oct 2017 to Jul 2023
- Jig and LevelJul 2017 to Dec 2017
- USAA Financial Advisors Inc.Aug 2010 to Sep 2017
- USAA Financial Planning ServicesAug 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (CO, 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
- 5456641
- Firm CRD
- 106715