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Holly Crista Murphy

Investment adviser representative at Vanguard Advisers, Inc.
14 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

14 years in the industry.

  1. Vanguard Advisers, Inc.Nov 2022 to now
  2. The Vanguard Group, Inc.Sep 2022 to now
  3. Vorfreude Investments, LLCJan 2022 to now
  4. RandstadApr 2022 to Jun 2022
  5. Self EmployedNov 2019 to Jul 2022
  6. Neptune Plumbing & Heating, LLCSep 2012 to Nov 2019
  7. HomemakerAug 2012 to Aug 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 3 states (NJ, PA, 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
7523071
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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