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Nicholas James Lomanto

Investment adviser representative at Vanguard Advisers, Inc.
15 yearsExperience
2 statesRegistered in
CFADesignation
$344.6BFirm assets

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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

15 years in the industry.

  1. Vanguard Advisers, Inc.Jan 2024 to now
  2. The Vanguard Group, Inc.Mar 2011 to now
  3. Vanguard Marketing CorporationMar 2011 to now
  4. Nxt Sports LLCMay 2011 to Sep 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011

State registrations

Registered as an investment adviser representative in 2 states (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
5900525
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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