Todd Edward Dunlap
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 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
- UnemployedOct 2025 to Jun 2026
- U.S. Bancorp Investments, Inc.Mar 2025 to Sep 2025
- U.S. BankMar 2025 to Sep 2025
- LPL Financial LLCJul 2023 to Jan 2025
- BMO Bank N.A.Jun 2021 to Jan 2025
- Bancwest Investment Services, IncJun 2021 to Jul 2023
- The Vanguard Group, Inc.Aug 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
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
- 5755997
- Firm CRD
- 106715