Max Anton Bukovec
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Mar 2026 to now
- The Vanguard Group, Inc.Oct 2021 to now
- Vanguard Marketing CorporationOct 2021 to now
- New RezDec 2020 to Jun 2021
- UnemployedNov 2020 to Dec 2020
- New American FundingMay 2020 to Oct 2020
- Harris TeeterDec 2019 to Jul 2022
- Primary Residential MortgageJul 2018 to Nov 2019
- Roundpoint MortgageMar 2018 to Jun 2018
- Goodmortgage.comSep 2017 to Mar 2018
- UnemployedMar 2017 to Sep 2017
- Hendrick Automotive GroupSep 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- 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
- 7449341
- Firm CRD
- 106715