Hanna Elizabeth Bertrand
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.
- Vanguard Advisers, Inc.Apr 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- Independent Financial Group, LLCJun 2021 to Feb 2026
- Plotkin Financial AdvisorsJun 2021 to Feb 2026
- Mellow MushroomSep 2019 to Mar 2020
- E & M TechnologiesJun 2019 to Aug 2019
- Caviar & BananasApr 2019 to Sep 2019
- College of CharlestonAug 2018 to May 2021
- Wegman'sSep 2016 to Jun 2019
- C.D. Hylton High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 7397583
- Firm CRD
- 106715