Danielle Anne Holden
Investment adviser representative at Vanguard Advisers, Inc.
19 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
19 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Vanguard Marketing CorporationAug 2025 to now
- J.P. Morgan Securities LLCJul 2025 to Aug 2025
- JPMorgan Chase Bank, N.A.Jul 2025 to Aug 2025
- UnemployedJun 2024 to Jun 2025
- Wells Fargo Clearing Services, LLCMar 2011 to May 2024
- Wells Fargo Bank, NAOct 2006 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2022
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
- 5899210
- Firm CRD
- 106715