Steeli Morgan Long
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Sep 2021 to now
- Vanguard Advisors, Inc.Sep 2021 to now
- Self-employedAug 2021 to now
- The Vanguard Group, Inc.Jun 2021 to now
- Vanguard Marketing CorporationJun 2021 to now
- Texas Tech UniversityAug 2020 to May 2021
- First Capital Bank of TexasJul 2019 to Aug 2020
- The Choc'late Mousse Pie BarAug 2018 to Mar 2019
- Crown Point Health SuitesJun 2018 to Jul 2018
- Lubbock Cooper IsdDec 2017 to Aug 2018
- Texas Tech UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7391108
- Firm CRD
- 106715