Loon Peter Chan
Investment adviser representative at Vanguard Advisers, Inc.
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Vanguard Advisers, Inc.Jul 2026 to now
- The Vanguard Group, Inc.Jul 2026 to now
- Vanguard Marketing CorporationJul 2026 to now
- J.P. Morgan Chase BankOct 2017 to Jul 2026
- J.P. Morgan Securities LLCOct 2017 to Jul 2026
- Pandachans ProductionsMay 2016 to Oct 2018
- Fidelity Brokerage Services LLCFeb 2010 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 5763914
- Firm CRD
- 106715