Sharon Suran Davis
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.
- GiantJul 2026 to now
- Vanguard Advisers, Inc.Nov 2025 to now
- Vanguard Marketing CorporationAug 2024 to now
- The Vanguard Group, Inc.Sep 2015 to now
- Alz for Mom Notary Sevices LLCMar 2022 to Aug 2024
- Prepaid Legal Services, Inc.May 2020 to Feb 2022
- Suranspecialties - Etsy StoreAug 2019 to Feb 2022
- Self EmployedOct 2018 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5475849
- Firm CRD
- 106715