Elizabeth Anne helene Smith rivera
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Vanguard Advisers, Inc.Mar 2026 to now
- Earnest One LLCJan 2026 to now
- The Vanguard Group, Inc.Aug 2022 to now
- Vanguard Marketing CorporationAug 2022 to now
- Dartmouth CollegeAug 2020 to Jun 2022
- The Vanguard Group, Inc.Jul 2014 to Aug 2021
- Vanguard Marketing CorporationJul 2014 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 6367660
- Firm CRD
- 106715