Joseph Vincent Furey
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 statesRegistered 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
10 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
- Bryn Mawr Trust Advisors, LLCApr 2024 to Aug 2025
- Charles Schwab Bank SsbJun 2022 to Mar 2024
- Charles Schwab & Co., Inc.Mar 2022 to Mar 2024
- UnemployedDec 2021 to Mar 2022
- Sage Financial Group, Inc.Sep 2021 to Nov 2021
- UBS Financial Services IncSep 2020 to Sep 2021
- JP Morgan Chase Bank NAMar 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6626364
- Firm CRD
- 106715