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Timothy Ray Cosby

Investment adviser representative at Vanguard Advisers, Inc.
13 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

13 years in the industry.

  1. Self-employedMay 2023 to now
  2. Vanguard Advisers, Inc.Aug 2021 to now
  3. The Vanguard Group, Inc.Jun 2021 to now
  4. Tj MaxxJul 2022 to Jan 2023
  5. Sole DivisionNov 2019 to Jan 2025
  6. IscholarsMar 2019 to Jan 2020
  7. Northwestern MutualOct 2018 to Nov 2019
  8. Virginia TechAug 2017 to May 2021
  9. MarshallsAug 2016 to Jul 2018
  10. J. Sargeant Reynolds Community CollegeJul 2015 to May 2017
  11. Highland Springs High SchoolSep 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
7036209
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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