Claire Louise Hillis
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Aug 2019 to now
- The Vanguard Group, Inc.Jun 2019 to now
- Vanguard Marketing CorporationJun 2019 to now
- Jimmy's PubAug 2018 to Dec 2018
- Edward JonesJun 2018 to Aug 2018
- Horizon BankFeb 2018 to May 2018
- Modern Woodmen Fraternal FinancialSep 2017 to Nov 2017
- Kellogg CateringMay 2017 to Feb 2018
- Michigan State UniversityJan 2017 to May 2019
- Johnny CarinosOct 2016 to Dec 2016
- Whispering Pines Golf ClubApr 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7015724
- Firm CRD
- 106715