Yumei Huang
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
4 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.
- Ivy Best SupplyJun 2022 to now
- Vanguard Advisers, Inc.May 2022 to now
- The Vanguard Group, Inc.May 2022 to now
- Vanguard Marketing CorporationMay 2022 to now
- J.P. Morgan Securities LLCDec 2019 to May 2022
- JPMorgan Chase Bank, N.A.Dec 2019 to May 2022
- Citizens BankMar 2019 to Dec 2019
- Citizens Securities, IncMar 2019 to Dec 2019
- UnemployedSep 2018 to Mar 2019
- AXA AdvisorsMar 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (GA, 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
- 6665305
- Firm CRD
- 106715