Stacy-ann Latasha Spencer
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 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.
- Vanguard Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Dexian, LLCOct 2025 to Mar 2026
- UnemployedMay 2025 to Oct 2025
- LPL Financial LLCJun 2018 to May 2025
- UnemployedMar 2018 to Jun 2018
- VendorpassJun 2017 to Feb 2018
- Massachusettes Mutual Life Insurance CompanyJul 2016 to Mar 2017
- MML Investors Services, LLCJul 2016 to Mar 2017
- Msi Financial ServicesJul 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 5740110
- Firm CRD
- 106715