Sara Anne Wynkoop
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Sara Anne Wynkoop? Claim your profile
Contact this firm
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.Aug 2023 to now
- The Vanguard Group, Inc.Jun 2023 to now
- Vanguard Marketing CorporationJun 2023 to now
- RandstadJun 2022 to Aug 2022
- Kbr, Inc.Jun 2021 to Aug 2021
- Lake Ridge EndodonticsMay 2020 to Aug 2020
- Virginia Polytechnic Institute and State UniversityAug 2019 to May 2023
- Crystal AquaticsJul 2018 to Sep 2018
- Nv PoolsJun 2017 to Jul 2018
- Lake Ridge EndodonticsJun 2017 to Aug 2017
- South County High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NC, TX, VA).
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
- 7530757
- Firm CRD
- 106715