Aanand Amrish Patel
Investment adviser representative at Vanguard Advisers, Inc.
8 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
8 years in the industry.
- Self-employedJan 2022 to now
- Vanguard Advisers, Inc.Sep 2020 to now
- The Vanguard Group, Inc.Jun 2018 to now
- Vanguard Marketing CorporationJun 2018 to now
- Chick Fil AMay 2015 to Jan 2018
- Temple University StudentAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
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
- 6970903
- Firm CRD
- 106715