Banner Reid Steele
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.
- Vanguard Advisers, Inc.Sep 2020 to now
- The Vanguard Group, Inc.Jun 2020 to now
- Vanguard Marketing CorporationJun 2020 to now
- Fjy FinancialMay 2019 to Aug 2019
- First State BankOct 2018 to May 2019
- Texas Tech UniversityAug 2018 to May 2020
- UpsJun 2018 to Aug 2018
- H.G Thrash ClothierJul 2016 to Sep 2018
- Texas Tech UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, 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
- 7259367
- Firm CRD
- 106715