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David Van brunt

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.Sep 2020 to now
  2. The Vanguard Group, Inc.Jan 2018 to now
  3. Benedictine University At MesaJan 2016 to Jun 2017
  4. Great Hearts AcademiesAug 2013 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2020

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
6895572
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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