Kaitlin Fagan Stacey
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.
- Vanguard Advisers, Inc.Jul 2026 to now
- The Vanguard Group, Inc.Jul 2026 to now
- Vanguard Marketing CorporationJul 2026 to now
- Warehouse 18 VenuesOct 2025 to now
- PNC InvestmentsJun 2022 to Jul 2026
- Mumy Financial - Capital Investment Advisory ServicesJun 2021 to May 2022
- Hickory Brands IncMar 2021 to May 2021
- PNC BankDec 2015 to Mar 2021
- Carrabba’s Italian GrillMay 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7389396
- Firm CRD
- 106715