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Gustavo Andrade-alanis

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.May 2025 to now
  2. The Vanguard Group, Inc.Aug 2021 to now
  3. Vanguard Marketing CorporationAug 2021 to now
  4. Cvs HealthSep 2020 to Aug 2021
  5. University of North Carolina At CharlotteAug 2019 to May 2021
  6. T&f InsulationMay 2019 to Jul 2019
  7. T&f InsulationMay 2018 to Jul 2018
  8. Mcdonald'sJul 2017 to Aug 2017
  9. Blue Ridge Community CollegeJan 2015 to May 2019
  10. Henderson County Early CollegeAug 2014 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

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
7425302
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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