Robert Ervin Williams
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.May 2026 to now
- The Vanguard Group, Inc.May 2026 to now
- Vanguard Marketing CorporationMay 2026 to now
- Empower Advisory Group, LLCSep 2025 to May 2026
- Empower Financial Services, Inc.Sep 2025 to May 2026
- Self-employedAug 2024 to Sep 2025
- Employers Advantage, LLCFeb 2020 to Aug 2024
- Go HealthJun 2019 to Feb 2020
- Self-employedNov 2016 to Jun 2019
- Edward JonesApr 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5997720
- Firm CRD
- 106715