Joshua Robert Shapin
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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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.Oct 2025 to now
- The Vanguard Group, Inc.Apr 2022 to now
- Vanguard Marketing CorporationApr 2022 to now
- UnemployedDec 2021 to Apr 2022
- Giant Food StoresMay 2021 to Aug 2021
- Franklin & Marshall CollegeAug 2018 to Dec 2021
- Boyertown Area School DistrictSep 2015 to Jun 2018
- Boyertown Area Senior HighSep 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7524023
- Firm CRD
- 106715