Daniel Anthony Tauriello
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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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
12 years in the industry.
- Vanguard Advisers, Inc.Nov 2021 to now
- The Vanguard Group, Inc.Nov 2021 to now
- Vanguard Marketing CorporationNov 2021 to now
- Self-employedFeb 2020 to Feb 2024
- LPL Financial, LLCJun 2019 to Oct 2021
- Private Advisor GroupJun 2019 to Oct 2021
- LPL FinancialApr 2018 to May 2019
- Insomnia CookiesJan 2017 to Apr 2018
- HoneygrowSep 2016 to Dec 2016
- Temple UniversityAug 2015 to May 2019
- Shoprite SupermarketsAug 2012 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6940196
- Firm CRD
- 106715