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Robert Antoine Filmore

Investment adviser representative at Vanguard Advisers, Inc.
12 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

12 years in the industry.

  1. Vanguard Advisers, Inc.Apr 2021 to now
  2. The Vanguard Group, Inc.Mar 2021 to now
  3. MillenniumMar 2020 to Mar 2021
  4. USAA Investment Services CompanyMar 2020 to Mar 2021
  5. USAA Financial Advisors Inc.Mar 2020 to Jun 2020
  6. Phoenix Financial GroupNov 2019 to Feb 2020
  7. Woodbury Financial Services IncNov 2019 to Feb 2020
  8. Valic Financial Advisors, Inc.Apr 2018 to Nov 2019
  9. Aml RightsourceJan 2018 to Mar 2018
  10. H&r BlockOct 2017 to Apr 2018
  11. Credit Union WestNov 2014 to Aug 2017
  12. LPL Financial LLCNov 2014 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2014

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
6002532
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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