Sanae Kobayashi
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Vanguard Advisers, Inc.Aug 2022 to now
- The Vanguard Group, IncJun 2022 to now
- Wells Fargo Clearing Services LLCAug 2019 to May 2022
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2019
- Morgan StanleyAug 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6018687
- Firm CRD
- 106715