Hui ling Paez
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- The Vanguard Group, Inc.May 2022 to now
- Vanguard Marketing CorporationMay 2022 to now
- UnemployedJan 2022 to May 2022
- Charles Schwab TD AmeritradeApr 2021 to Jan 2022
- Redcon Solutions GroupNov 2020 to Apr 2021
- UnemployedSep 2020 to Nov 2020
- J.C. Penney Purchasing CorporationJan 2020 to Sep 2020
- Pan Asia CompanyMar 2019 to Jan 2020
- Johnson & Johnson TaiwanMar 2016 to Mar 2019
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
- 7360318
- Firm CRD
- 106715