Paul Benjamin Haley
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Paul Benjamin Haley? 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
14 years in the industry.
- Vanguard Advisers, Inc.Aug 2026 to now
- The Vanguard Group, Inc.Aug 2026 to now
- Vanguard Marketing CorporationAug 2026 to now
- Bank of America, N.A.Dec 2022 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Aug 2026
- Robinhood Markets, Inc.Jun 2022 to Sep 2022
- Robinhood Financial, LLCDec 2021 to Sep 2022
- Ameriprise Financial Services, LLCJul 2021 to Nov 2021
- Northwestern Mutual Wealth Management CompanyJul 2019 to Jul 2021
- Triangle Wealth AdvisorsJun 2019 to Jul 2021
- Northwestern Mutual Wealth Management CompanySep 2018 to Jun 2019
- Northwestern Mutual Investment Services LLCAug 2017 to Jul 2021
- Northwestern Mutual Life Insurance CompanyNov 2016 to Jun 2019
- Unc Chapel HillAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6729549
- Firm CRD
- 106715