Alexander Joseph Cavaliere
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.Dec 2025 to now
- The Vanguard Group, Inc.Dec 2025 to now
- Vanguard Marketing CorporationDec 2025 to now
- Self-employedJun 2024 to now
- Cetera Investment Advisers LLCAug 2023 to Oct 2025
- Cetera Wealth Services, LLCAug 2023 to Oct 2025
- Diamond State Financial Group, Broker: CeteraAug 2023 to Oct 2025
- Diamond State Financial Group, Broker: Securian/minnesota LifeMay 2019 to Jul 2023
- Minnesota Life Insurance CoMay 2019 to Jul 2023
- Securian Financial Services IncMay 2019 to Jul 2023
- Morgan StanleyMay 2018 to Nov 2018
- Rowan UniversitySep 2015 to Dec 2018
- Self-employedJun 2015 to Apr 2023
- Old Towne MusicJun 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6936751
- Firm CRD
- 106715