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Andrew Ritchie Harris

Investment adviser representative at Vanguard Advisers, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$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

18 years in the industry.

  1. Vanguard Advisers, Inc.May 2025 to now
  2. The Vanguard Group, Inc.May 2025 to now
  3. Vanguard Marketing CorporationMay 2025 to now
  4. Reformed Theological SeminaryOct 2023 to Jun 2025
  5. Story Financial Planning, LLCJun 2023 to May 2025
  6. Greenway Wealth Advisors, LLCNov 2019 to May 2023
  7. Sapere Wealth Management, LLCAug 2008 to Oct 2019

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent 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
5652347
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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