Matthew David Liegl
Investment adviser representative at Vanguard Advisers, Inc.
15 yearsExperience
3 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
15 years in the industry.
- Vanguard Advisers, Inc.Dec 2021 to now
- The Vanguard Group, Inc.Nov 2021 to now
- State Farm InsuranceSep 2020 to Nov 2021
- UnemployedJul 2020 to Sep 2020
- USAA Investment Management CompanyJan 2018 to Jul 2020
- USAA Financial Advisors, Inc.Jul 2011 to Jul 2020
- USAA Financial Planning ServicesJul 2011 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5527924
- Firm CRD
- 106715