Paul Gregory Sobran
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered 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.Nov 2025 to now
- The Vanguard Group, Inc.Nov 2025 to now
- Vanguard Marketing CorporationNov 2025 to now
- Empower Financial Services, IncMar 2023 to Nov 2025
- Wells Fargo Bank, NAJan 2018 to Mar 2023
- Wells Fargo Clearing Services, LLCJan 2018 to Mar 2023
- Bank of America, N.A.Oct 2016 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6595869
- Firm CRD
- 106715