Isaac Martin Acosta montenegro
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.
- Finway Insurance Agency, LLCDec 2024 to now
- Self-employedFeb 2023 to now
- Vanguard Advisers, Inc.Mar 2017 to now
- The Vanguard Group, Inc.Nov 2013 to now
- Pivot Remodeling LLCAug 2023 to Apr 2026
- Exp RealtyApr 2021 to Feb 2023
- Ma Painting LLCOct 2017 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent 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
- 6268438
- Firm CRD
- 106715