Yanan Liu
Investment adviser representative at Vanguard Advisers, Inc.
9 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Yanan Liu? Claim your profile
Contact this firm
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
9 years in the industry.
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- Thrivent FinancialJan 2025 to Jul 2025
- Thrivent Investment Management IncJan 2025 to Jul 2025
- UnemployedJun 2024 to Dec 2024
- Impression Cultural Arts CenterJan 2021 to May 2024
- Self-employedJan 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2025
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
- 5560490
- Firm CRD
- 106715