Michael Maurice Gathers-lemar
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Self-employedJan 2024 to now
- Vanguard Advisers, Inc.Oct 2023 to now
- The Vanguard Group, Inc.Apr 2022 to now
- J.P. Morgan Securities LLCApr 2021 to Apr 2022
- JPMorgan Chase Bank, N.A.Nov 2019 to Apr 2021
- Patriot Home Health CareMay 2018 to Feb 2020
- Pennsylvania Liquor Control BoardApr 2018 to Jul 2018
- Campaign for Working FamiliesJan 2018 to Apr 2018
- Burlington Coat FactoryMay 2017 to Oct 2017
- Neumann UniversitySep 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7363198
- Firm CRD
- 106715