Philip Adam Suggs
Investment adviser representative at Vanguard Advisers, Inc.
25 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
25 years in the industry.
- Vanguard Advisers, Inc.Jan 2021 to now
- The Vanguard Group, Inc.Dec 2020 to now
- Equitable Advisors, LLCAug 2020 to Dec 2020
- UnemployedMay 2020 to Aug 2020
- The Vanguard Group, Inc.Jan 2020 to May 2020
- UnemployedJun 2019 to Jan 2020
- Onemain FinancialOct 1995 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
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
- 7216656
- Firm CRD
- 106715