Lucas Jeffrey Pataky
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 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
11 years in the industry.
- Vanguard Advisers, Inc.Aug 2026 to now
- The Vanguard Group, Inc.May 2026 to now
- Vanguard Marketing CorporationMay 2026 to now
- Charles Schwab & Co., Inc.Apr 2022 to Apr 2026
- Sprouts Farmer's MarketJan 2020 to Aug 2022
- Arizona State UniversityAug 2019 to May 2023
- Albertsons Companies, Inc.Oct 2017 to Jan 2020
- Liberty High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7539432
- Firm CRD
- 106715