Matthew James Berger
Investment adviser representative at Vanguard Advisers, Inc.
15 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
15 years in the industry.
- Vanguard Advisers, Inc.Sep 2022 to now
- The Vanguard Group, IncJun 2021 to now
- Vanguard Marketing CorporationJun 2021 to now
- Giant Food StoresSep 2020 to Mar 2021
- Ufinancial GroupJun 2020 to Feb 2021
- Pennsylvania State University - University ParkAug 2019 to May 2021
- Speedway LLCJun 2019 to Aug 2019
- Pennsylvania State University - BerksAug 2017 to Jul 2019
- DutchwayJun 2017 to Jun 2021
- Dairy QueenJun 2016 to Aug 2017
- Eastern Lebanon County School DistrictAug 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7396910
- Firm CRD
- 106715