Kevin Raul Castaneda
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Moncast Tax Services, LLCFeb 2024 to now
- Vanguard Advisers, Inc.Sep 2021 to now
- The Vanguard Group, Inc.Jun 2021 to now
- Reynolds & ReynoldsJun 2020 to Jul 2020
- Money Education CenterMay 2019 to Apr 2021
- Big LotsOct 2018 to Feb 2019
- Toys"r"usDec 2017 to Dec 2017
- Texas A&m UniversityAug 2017 to May 2021
- AlbertsonsMay 2017 to Aug 2017
- Domino'sMay 2017 to May 2017
- Skyline High SchoolAug 2013 to May 2017
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
- 7392561
- Firm CRD
- 106715