Lily Marie Guthrie
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Aug 2023 to now
- Self-employedJun 2023 to now
- The Vanguard Group, Inc.Jun 2023 to now
- RandstadJun 2022 to Aug 2022
- WalmartNov 2019 to Nov 2021
- Baskin RobbinsAug 2019 to Oct 2019
- Baskin RobbinsNov 2018 to May 2019
- University of ArizonaAug 2018 to May 2023
- Self-employedJun 2016 to May 2023
- Pinnacle High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7531565
- Firm CRD
- 106715