Samuel Meza
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Sep 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Morgan StanleyDec 2024 to Aug 2025
- UnemployedJul 2024 to Dec 2024
- BMO BankJul 2023 to Jul 2024
- Bancwest Investment Services IncFeb 2021 to Jul 2023
- Bank of the WestFeb 2021 to Jul 2023
- Bank of America, N.A.Aug 2014 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2014 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6380343
- Firm CRD
- 106715