Michael Albert Guaman
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Vanguard Advisers, Inc.Oct 2023 to now
- The Vanguard Group, IncAug 2022 to now
- Financial Synergies Wealth AdvisorsJun 2022 to Jul 2022
- UnemployedJan 2022 to May 2022
- Gwfs Equities, IncJun 2021 to Nov 2021
- Quicken LoansApr 2021 to Jan 2022
- UnemployedSep 2020 to Apr 2021
- J.P. Morgan Securities LLCDec 2018 to Sep 2020
- JPMorgan Chase Bank, N.A.Dec 2018 to Sep 2020
- Capital One BankFeb 2018 to Dec 2018
- UnemployedSep 2017 to Feb 2018
- UnemployedAug 2017 to Aug 2017
- Wells Fargo Bank, N.A.Feb 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7058180
- Firm CRD
- 106715