Swaroop Rani Agrawal
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
1 stateRegistered 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.Jul 2022 to now
- The Vanguard Group, Inc.Jul 2022 to now
- Vanguard Marketing CorporationJul 2022 to now
- RandstadApr 2022 to Jun 2022
- M&t BankNov 2021 to Apr 2022
- UnemployedMay 2019 to Nov 2021
- TD BankSep 2018 to May 2019
- Cvs PharmacyJan 2018 to Sep 2018
- UnemployedOct 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7516830
- Firm CRD
- 106715