Sary Benzvi
Investment adviser representative at Vanguard Advisers, Inc.
8 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
8 years in the industry.
- Vanguard Advisers, Inc.Feb 2022 to now
- The Vanguard Group, Inc.Jan 2022 to now
- Charles Schwab and Co., Inc.May 2020 to Jan 2022
- Charles Schwab Bank, SsbMay 2020 to Jan 2022
- USAA Investment Management CompanyJan 2018 to May 2020
- Select Real Estate GroupDec 2014 to Dec 2019
- USAA Financial Advisors, Inc.Nov 2014 to May 2020
- USAA Financial Planning ServicesNov 2014 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (NM, 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
- 6268625
- Firm CRD
- 106715