Hale Burgess Hollis
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Hale Burgess Hollis? Claim your profile
Contact this firm
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
14 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- Stonewall Golf CourseSep 2026 to now
- The Vanguard Group IncJun 2021 to now
- Vanguard Marketing CorporationJun 2021 to now
- Hound Dog HoneyDec 2020 to Apr 2021
- Stonewall Golf CourseJun 2019 to Jun 2021
- ColumbiaNov 2018 to Nov 2018
- Crop's Fresh MarketplaceMay 2018 to Jan 2019
- Millersville UniversityAug 2016 to Jan 2021
- Stonewall Golf CourseJun 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
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
- 7394533
- Firm CRD
- 106715