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Robert Gerald Creamer

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. Vanguard Advisers, Inc.Sep 2021 to now
  2. The Vanguard Group, Inc.Jun 2021 to now
  3. Wells Fargo Clearing Services, LLCOct 2018 to Jun 2021
  4. Wells Fargo Bank, NASep 2018 to Jun 2021
  5. Key Investment Services LLCNov 2017 to Aug 2018
  6. KeybankOct 2017 to Aug 2018
  7. Citizens BankDec 2016 to Oct 2017
  8. Citizens Securities, IncDec 2016 to Oct 2017
  9. Pfs Investments IncJul 2016 to Nov 2016
  10. Primerica Financial ServicesApr 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2017

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
6655936
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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