David James Witmer
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Sep 2022 to now
- The Vanguard Group, Inc.Sep 2020 to now
- Vanguard Marketing CorporationSep 2020 to now
- TargetMay 2020 to Jun 2020
- Penn State UniversityAug 2019 to May 2020
- Penn State Office of Veterans ProgramsMay 2019 to Aug 2019
- Penn State UniversityAug 2018 to May 2019
- Bird-in-hand Farmers MarketMay 2018 to Aug 2018
- Penn State UniversityAug 2017 to May 2018
- Bird-in-hand Farmers MarketMay 2017 to Aug 2017
- Penn State UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 7293286
- Firm CRD
- 106715