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Samuel Michael Fink

Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 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.

  1. Vanguard Advisers, Inc.Jun 2022 to now
  2. The Vanguard Group, Inc.Feb 2020 to now
  3. Wells FargoAug 2016 to Feb 2020
  4. Northern Arizona UniversityJan 2016 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 3 states (AZ, FL, 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
7228203
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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