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Patrick Steven Rosborough

Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Vanguard Advisers, Inc.Sep 2026 to now
  2. The Vanguard Group, Inc.Jun 2026 to now
  3. Vanguard Marketing CorporationJun 2026 to now
  4. Self-employedMar 2025 to now
  5. J.P. Morgan Securities LLCAug 2023 to Sep 2025
  6. JPMorgan Chase Bank, N.A.Aug 2023 to Sep 2025
  7. Northwestern Mutual Investment Services LLCJan 2021 to May 2023
  8. Northwestern Mutual Life Insurance CompanyJan 2021 to May 2023
  9. Vivint Smart HomeOct 2019 to Jun 2020
  10. The University of Texas At DallasAug 2018 to May 2021
  11. Katy Trail Ice House OutpostMay 2018 to Dec 2019
  12. Ranger CollegeAug 2017 to May 2018
  13. The Courses At Watters CreekJun 2017 to Aug 2017
  14. Whistle BritchesMay 2017 to Jun 2017
  15. UnemployedSep 2015 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
7312660
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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