Cesar Obed Ruiz morales
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Advisers, Inc.Nov 2025 to now
- The Vanguard Group, Inc.May 2022 to now
- Vanguard Marketing CorporationMay 2022 to now
- Self EmployedSep 2018 to now
- The Headsmen LLCNov 2017 to now
- Sant'omobono ExcavationJul 2017 to Aug 2017
- University of Michigan Gabii Archaeology ProjectJun 2017 to Jul 2017
- University of Michigan Ross School of BusinessSep 2014 to Aug 2017
- University of Michigan Department of Classical StudiesSep 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7543448
- Firm CRD
- 106715