Tracy Gelber Auerbach
Investment adviser representative at Vanguard Advisers, Inc.
20 yearsExperience
5 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
20 years in the industry.
- Vanguard Advisers, Inc.Mar 2022 to now
- The Vanguard Group, Inc.Nov 2021 to now
- Vanguard Marketing CorporationNov 2021 to now
- RandstadAug 2021 to Oct 2021
- UnemployedJun 2019 to Aug 2021
- University of PennsylvaniaJun 2017 to May 2019
- Adondo CapitalApr 2009 to Nov 2018
- Adondo CorporationMay 2006 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, NJ, NY, 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
- 5753376
- Firm CRD
- 106715