Shane Michael Laverde
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.Apr 2024 to now
- The Vanguard Group, Inc.May 2021 to now
- Vanguard Marketing CorporationMay 2021 to now
- Empower RetirementJan 2021 to May 2021
- MassmutualFeb 2020 to Dec 2020
- Diprato's DelicatessenJun 2019 to Aug 2019
- Enterprise Rent A CarMay 2018 to Oct 2018
- Bowlero CorporationMay 2018 to May 2018
- Metropolitan District CommissionMay 2017 to Aug 2017
- University of South CarolinaAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
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
- 7124665
- Firm CRD
- 106715