Edwin Santiago guerra
Investment adviser representative at Vanguard Advisers, Inc.
18 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
18 years in the industry.
- Vanguard Advisers, Inc.Apr 2025 to now
- The Vanguard Group, Inc.Aug 2020 to now
- Pancho Villas Mexican Restaurant and BarJan 2008 to now
- Wells-fargoJun 2020 to Aug 2020
- Bearclaw EventsDec 2019 to Jun 2020
- University of North Carolina At CharlotteAug 2016 to May 2018
- ConcentrixJan 2012 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7289082
- Firm CRD
- 106715