Kristen Cortez
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Self-employedJun 2025 to now
- Vanguard Advisers, Inc.Sep 2019 to now
- The Vanguard Group, Inc.Jun 2018 to now
- Vanguard Marketing CorporationJun 2018 to now
- Project Management InstituteNov 2017 to Mar 2018
- Big Red Pedal ToursMar 2017 to May 2018
- Self Employed ConsultantJan 2017 to Jun 2017
- UnemployedJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
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
- 5569216
- Firm CRD
- 106715