Alberto Miranda
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.
- Vanguard Advisers, Inc.Jan 2022 to now
- The Vanguard Group, Inc.Nov 2021 to now
- Vanguard Advisors, Inc.Nov 2021 to now
- Vanguard Marketing CorporationNov 2021 to now
- Bbva Wealth Solutions, Inc.Jun 2020 to Nov 2021
- Bbva Securities, Inc.May 2020 to Nov 2021
- Bbva Insurance Agency, Inc.Apr 2020 to Nov 2021
- Bbva USAApr 2020 to Nov 2021
- UnemployedFeb 2020 to Apr 2020
- Wells Fargo Bank, N.A.Aug 2019 to Feb 2020
- Wells Fargo Clearing Services, LLCAug 2019 to Feb 2020
- J.P. Morgan Chase Bank, N.A.Apr 2018 to Aug 2019
- J.P. Morgan Securities LLCApr 2018 to Aug 2019
- Foresters Financial Services, Inc.Jun 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
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
- 6656927
- Firm CRD
- 106715