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Nathan Douglas Amann

Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 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

12 years in the industry.

  1. Vanguard Advisers, Inc.Sep 2022 to now
  2. The Vanguard Group, Inc.Sep 2022 to now
  3. Vanguard Marketing CorporationSep 2022 to now
  4. Edward JonesApr 2022 to Aug 2022
  5. The Vanguard Group, Inc.Mar 2017 to Apr 2022
  6. Allen & Company of Florida, Inc.Feb 2010 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

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
5516499
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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