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Kelly Michelle Howe

Investment adviser representative at Vanguard Advisers, Inc.
8 yearsExperience
3 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

8 years in the industry.

  1. Vanguard Advisers, Inc.Sep 2021 to now
  2. The Vanguard Group, Inc.Jun 2021 to now
  3. Vanguard Marketing CorporationJun 2021 to now
  4. Financial Behavior Keynote GroupApr 2023 to Jul 2024
  5. Chief Financial MomJan 2022 to Apr 2023
  6. The Kroger CompanyApr 2020 to Jul 2020
  7. University of GeorgiaAug 2016 to May 2021
  8. Market Force InformationMay 2016 to Dec 2023

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (GA, 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
7396608
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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