Minhal Somji
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Stone Press Financial GroupAug 2025 to Feb 2026
- LPL Enterprise, LLCJul 2025 to Sep 2025
- Nylife Securities LLCApr 2025 to Jul 2025
- New York Life Insurance CompanyNov 2024 to Jul 2025
- Sunkissed SolarJun 2023 to Oct 2024
- Kr SolarMay 2022 to May 2023
- UnemployedJul 2021 to Apr 2022
- Wells Fargo Clearing Services, LLCJan 2018 to Jun 2021
- UnemployedJun 2017 to Jan 2018
- University of North Carolina At CharlotteApr 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
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
- 6907132
- Firm CRD
- 106715