Mark Daniel Heater
Investment adviser representative at Vanguard Advisers, Inc.
8 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Mark Daniel Heater? 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
8 years in the industry.
- Vanguard Advisers, Inc.Nov 2019 to now
- The Vanguard Group, Inc.Jan 2018 to now
- Heater Dynasty PodcastAug 2020 to Nov 2021
- Right Property ManagementJun 2017 to Aug 2017
- Chick-fil-aAug 2016 to Dec 2017
- Cairn UniversityAug 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (PA, SC, 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
- 6895152
- Firm CRD
- 106715