Michelle Elise Boyer
Investment adviser representative at Vanguard Advisers, Inc.
18 yearsExperience
3 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
18 years in the industry.
- Vanguard Advisers, Inc.Nov 2018 to now
- The Vanguard Group, Inc.Oct 2018 to now
- USAA Investment Management CompanyJan 2018 to Oct 2018
- USAA Financial Advisors, IncFeb 2015 to Oct 2018
- USAA Financial Planning ServicesFeb 2015 to Oct 2018
- Self EmployedJan 2000 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (NC, 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
- 6193058
- Firm CRD
- 106715