Anne Rita Douglas
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Vanguard Advisers, Inc.Apr 2025 to now
- The Vanguard Group, Inc.Apr 2025 to now
- Self-employedJul 2024 to now
- Clearview Wealth ManagementApr 2024 to Mar 2025
- Morgan StanleyAug 2017 to Mar 2024
- University of Massachusetts At AmherstMay 2015 to Dec 2017
- The Ayco Company, L.p./mercer AlliedJul 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6127182
- Firm CRD
- 106715