Philip Blair Dobbin
Investment adviser representative at Vanguard Advisers, Inc.
15 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
15 years in the industry.
- Vanguard Advisers, Inc.Dec 2024 to now
- The Vanguard Group, Inc.Dec 2024 to now
- J.P. Morgan Securities LLCOct 2023 to Dec 2024
- JPMorgan Chase Bank, N.A.Oct 2023 to Dec 2024
- UnemployedApr 2023 to Sep 2023
- First Western Financial, Inc.Dec 2022 to Mar 2023
- Charles Schwab & Co., Inc.May 2020 to Dec 2022
- Charles Schwab Bank, SsbMay 2020 to Dec 2022
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Planning ServicesNov 2011 to Jan 2018
- USAA Financial Advisors, Inc.May 2011 to May 2020
- USAA GroupMay 2011 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
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
- 5682975
- Firm CRD
- 106715