Hector Leonardo Nava-castanon
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.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- UnemployedSep 2024 to Sep 2025
- Lincoln Financial Distributors, Inc.May 2024 to Aug 2024
- Lincoln Financial AdvisorsFeb 2023 to May 2024
- Missionsquare Investment ServicesMay 2022 to Feb 2023
- Cuna Brokerage Services, Inc.Oct 2019 to Apr 2022
- Cuna Mutual GroupOct 2019 to Apr 2022
- Bbva Compass Insurance Agency, Inc.Apr 2018 to Sep 2019
- Bbva Securities Inc.Apr 2018 to Sep 2019
- Compass BankOct 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser 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
- 6969632
- Firm CRD
- 106715