Robert Michael Castillo espinal
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.Oct 2020 to now
- The Vanguard Group, Inc.Aug 2019 to now
- Vanguard Marketing CorporationAug 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Jul 2019
- Haledon Board of EducationSep 2016 to Jul 2018
- Little Falls Board of EducationSep 2016 to Jul 2018
- North Haledon Board of EducationSep 2016 to Jul 2018
- Passaic Board of EducationSep 2016 to Jul 2018
- Prospect Park Board of EducationSep 2016 to Jul 2018
- The Community Charter School of PatersonSep 2016 to Jul 2018
- Woodland Park Board of EducationSep 2016 to Jul 2018
- H&r BlockDec 2015 to Apr 2017
- Rutgers, the State University of New JerseySep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6985774
- Firm CRD
- 106715