Terrell Devito trae'don Whitmore
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Bank of America, N.A.Oct 2022 to Jul 2025
- Merrill, Lynch, Pierce, Fenner & Smith, IncOct 2022 to Jul 2025
- Robinhood Financial, LLCAug 2021 to Aug 2022
- Team EnterprisesMay 2021 to Aug 2021
- Gmr MarketingFeb 2020 to May 2021
- Marshall LogisticsNov 2019 to Feb 2020
- Lowe'sOct 2019 to Nov 2019
- UnemployedApr 2019 to Oct 2019
- At&tSep 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 7412015
- Firm CRD
- 106715