Emily Rose Morgenthaler
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.Oct 2022 to now
- The Vanguard Group, Inc.Jul 2022 to now
- Vanguard Marketing CorporationJul 2022 to now
- Sona DermatologyMar 2019 to Jul 2022
- Stuart WeitzmanApr 2018 to Mar 2019
- Self-employedDec 2017 to Apr 2023
- Kate Spade New YorkJul 2017 to Apr 2018
- American Eagle OutfittersMay 2017 to Jul 2017
- NordstromNov 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7559460
- Firm CRD
- 106715