Mark William Rizvi
Investment adviser representative at Vanguard Advisers, Inc.
14 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
14 years in the industry.
- Vanguard Advisers, Inc.Jul 2026 to now
- The Vanguard Group, Inc.Apr 2026 to now
- Vanguard Marketing CorporationApr 2026 to now
- Focus Operating LLCJan 2026 to Apr 2026
- Kovitz Investment Group Partners, LLCJul 2024 to Dec 2025
- Adp Totalsource Co Xxi Tmd Wealth ManagementJun 2021 to Jun 2024
- Tfo Phoenix, Inc.Jan 2019 to Jun 2021
- Snow Garrett Wealth ManagementMay 2018 to Dec 2018
- Vietnam Center and ArchiveFeb 2017 to Sep 2017
- 1836 Heritage LLCJan 2017 to Dec 2020
- Texas Technical UniversityAug 2015 to Dec 2018
- Chappell Hill Investment GroupMay 2012 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2026
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
- 6953734
- Firm CRD
- 106715