Joseph Patrick Donnelly
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Advisers, Inc.Apr 2026 to now
- The Vanguard Group, Inc.May 2022 to now
- Vanguard Marketing CorporationMay 2022 to now
- Self-employedFeb 2022 to Mar 2023
- WalmartJun 2019 to Apr 2022
- Northern Arizona UniversityAug 2018 to Dec 2021
- Waffle HouseJun 2017 to Aug 2018
- Paradise Valley Community CollegeJun 2016 to May 2018
- Barry Goldwater High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7542793
- Firm CRD
- 106715