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Priya Ramchandran

Investment adviser representative at Vanguard Advisers, Inc.
10 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

10 years in the industry.

  1. Greater Philadelphia YmcaDec 2024 to now
  2. Vanguard Advisers, Inc.Jan 2020 to now
  3. The Vanguard Group, Inc.Sep 2014 to now
  4. Vanguard Marketing CorporationSep 2014 to now
  5. Kinetix Sports ClubJun 2024 to Oct 2024
  6. Indian Valley YmcaJan 2024 to Dec 2024
  7. Simplex WellnessApr 2023 to Jan 2026
  8. YmcaSep 2021 to Dec 2023
  9. Impact Fitness, LLCApr 2021 to Jun 2021
  10. Zumba FitnessMar 2021 to Oct 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (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
6385324
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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