David Lee Supancheck
Investment adviser representative at Vanguard Advisers, Inc.
20 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
20 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.May 2025 to now
- Vanguard Marketing CorporationMay 2025 to now
- Bank of AmericaAug 2021 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to May 2025
- UnemployedJun 2021 to Aug 2021
- Union Pacific RailroadAug 2006 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7516122
- Firm CRD
- 106715