William Cooper Lewis
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you William Cooper Lewis? Claim your profile
Contact this firm
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.Feb 2022 to now
- The Vanguard Group, Inc.Dec 2021 to now
- UnemployedOct 2021 to Dec 2021
- Edward JonesJun 2019 to Oct 2021
- Andrew Roby ConstructionMay 2017 to Sep 2017
- University of North Carolina At Chapel HillAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
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
- 7127125
- Firm CRD
- 106715