Garrett Davis
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.Oct 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- UnemployedFeb 2025 to Sep 2025
- Independent Advisor Alliance, LLCMay 2024 to Feb 2025
- LPL Financial, LLCMay 2024 to Feb 2025
- UnemployedDec 2023 to May 2024
- Wells Fargo Clearing Services, LLCJan 2021 to Dec 2023
- UnemployedOct 2020 to Jan 2021
- American Insurance Marketing SolutionsJul 2020 to Oct 2020
- Wells Fargo Clearing Services, LLCMar 2020 to Jul 2020
- Rhi General GroupNov 2019 to Mar 2020
- Area 51 FireworksAug 2017 to Aug 2019
- Event RentalsMay 2016 to Aug 2019
- University of South CarolinaAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
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
- 7204579
- Firm CRD
- 106715