Stefen Charles Shields
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Advisers, Inc.May 2023 to now
- The Vanguard Group, Inc.Jun 2021 to now
- Vanguard Marketing CorporationJun 2021 to now
- KoomaOct 2022 to Aug 2023
- Kooma LLCAug 2020 to Jun 2021
- Giant SupermarketMay 2020 to Aug 2020
- Penn Oaks Golf ClubDec 2019 to Jan 2020
- LimoncelloOct 2019 to Oct 2019
- Rehoboth Beach PatrolMay 2018 to Aug 2019
- West Chester UniversityAug 2017 to May 2021
- Ryan's PubAug 2017 to Aug 2018
- Cracker Barrell Old Country StoreJan 2016 to Jan 2018
- Bishop Shanahan High SchoolSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7257051
- Firm CRD
- 106715