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Matthew Alex Czerw

Investment adviser representative at Vanguard Advisers, Inc.
12 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

12 years in the industry.

  1. Vanguard Advisers, Inc.Jul 2023 to now
  2. The Vanguard Group, IncJun 2022 to now
  3. DoordashApr 2022 to Apr 2022
  4. InstacartDec 2021 to Jan 2022
  5. ChubbJun 2021 to Aug 2021
  6. Northwestern MutualJun 2020 to Aug 2020
  7. University of South CarolinaAug 2018 to May 2022
  8. UnemployedJun 2018 to Aug 2018
  9. Voorhees High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 3 states (NC, NJ, 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
7259198
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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