David Matthew Nagy
Investment adviser representative at Vanguard Advisers, Inc.
15 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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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
15 years in the industry.
- Vanguard Advisers, Inc.Nov 2025 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- Nagsroot, LLCDec 2020 to now
- Edward JonesJul 2024 to Jun 2025
- Bank of AmericaDec 2017 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to May 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2017
- Wells Fargo Bank, N.A.Dec 2011 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6289929
- Firm CRD
- 106715