Iman Tommy
Investment adviser representative at Vanguard Advisers, Inc.
8 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
8 years in the industry.
- Vanguard Advisers, Inc.Apr 2017 to now
- The Vanguard Group, Inc.Apr 2017 to now
- Vanguard Marketing CorporationApr 2017 to now
- Self-employedJul 2021 to Dec 2021
- Exeter Financial, LLCJan 2014 to Apr 2017
- Bma SecuritiesFeb 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5535216
- Firm CRD
- 106715