Emma Marcelle Bertrando
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Feb 2025 to now
- The Vanguard Group, Inc.Feb 2022 to now
- Vanguard Marketing CorporationFeb 2022 to now
- West Chester Henderson Girls BasketballNov 2022 to Mar 2025
- Raffensperger, Martin & Finkenbiner, CpaJan 2021 to Apr 2021
- Brumbuagh Wealth ManagementJun 2020 to Aug 2020
- Pablo De OlavideJan 2020 to Mar 2020
- Gettysburg CollegeAug 2017 to Dec 2021
- Henderson High SchoolSep 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7256430
- Firm CRD
- 106715