Caryn Leslie Schwartzberg
Investment adviser representative at Vanguard Advisers, Inc.
7 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
7 years in the industry.
- Vanguard Advisers, Inc.Nov 2021 to now
- The Vanguard Group, Inc.Aug 2021 to now
- RandstadJan 2021 to Aug 2021
- UnemployedMar 2020 to Jan 2021
- Cirillo Cosmetic Dermatology SpaMar 2014 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7327147
- Firm CRD
- 106715