Evan Wesley Crook
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Shotgain Golf, LLCSep 2026 to now
- Vanguard Advisers, Inc.Sep 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Self-employedMay 2025 to Sep 2026
- Fidelity InvestmentsOct 2023 to Sep 2025
- Bigfin Capital, LLCSep 2020 to Sep 2023
- UnemployedApr 2020 to Sep 2020
- Klocke Capital Group, LLCSep 2019 to Apr 2020
- Palm Beach Atlantic UniversityAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent 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
- 7167044
- Firm CRD
- 106715