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Sara Gannon Mullen

Investment adviser representative at Vanguard Advisers, Inc.
13 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

13 years in the industry.

  1. Vanguard Advisers, Inc.Jan 2026 to now
  2. The Vanguard Group, Inc.Nov 2016 to now
  3. Vanguard Marketing CorporationNov 2016 to now
  4. Grand Canyon UniversitySep 2017 to Apr 2019
  5. Msa EngineeringFeb 2017 to Nov 2017
  6. Northern Arizona UniversityMar 2015 to May 2017
  7. Msa Engineering ConsultantsJun 2013 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
6729459
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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