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Andrew John Ivory

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.

  1. Vanguard Advisers, Inc.Aug 2026 to now
  2. The Vanguard Group, Inc.Jun 2022 to now
  3. Vanguard Marketing CorporationJun 2022 to now
  4. Firebirds RestaurantJun 2021 to Oct 2021
  5. Morgan StanleyJun 2021 to Aug 2021
  6. Whole Foods MarketJun 2021 to Aug 2021
  7. Treesdale Country ClubMay 2020 to Aug 2020
  8. Self-employedMar 2020 to Jul 2021
  9. Oxford Athletic ClubMay 2019 to Aug 2019
  10. Washington and Jefferson CollegeAug 2018 to May 2022
  11. Treesdale Country ClubMay 2018 to Aug 2018
  12. Seven Fields PoolMay 2016 to Aug 2017
  13. Mars Area High SchoolAug 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • 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
7394614
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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