Robert Anthony Curtis
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Advisers, Inc.Jan 2025 to now
- The Vanguard Group, Inc.Nov 2024 to now
- UnemployedJul 2024 to Nov 2024
- Facet WealthJan 2021 to Jul 2024
- Emoney AdvisorJul 2020 to Dec 2020
- UnemployedFeb 2020 to Jul 2020
- The Vanguard Group, Inc.Oct 2013 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 6260193
- Firm CRD
- 106715