Ataul Azad
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Ataul Azad? Claim your profile
Contact this firm
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.Jun 2025 to now
- The Vanguard Group, Inc.Jun 2025 to now
- Vanguard Marketing CorporationJun 2025 to now
- Commerical Real Estate Advisors, LLCOct 2024 to Apr 2025
- Legacy Wealth Planners LLCJul 2023 to Oct 2024
- Saxony Securities, Inc.Jul 2023 to Oct 2024
- Charles Schwab & CoSep 2021 to Jul 2023
- Charles Schwab Bank, SsbSep 2021 to Jul 2023
- Eckard EnterprisesFeb 2021 to Jun 2021
- International Assets Advisory, LLCOct 2020 to Jan 2021
- Bank of America, NADec 2017 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Oct 2020
- Bank of America, NAMay 2017 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6693659
- Firm CRD
- 106715