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Ivan Rodriguez flores

Investment adviser representative at Vanguard Advisers, Inc.
10 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

10 years in the industry.

  1. Vanguard Advisers, Inc.Jul 2025 to now
  2. The Vanguard Group, Inc.Jun 2022 to now
  3. Vanguard Marketing CorporationJun 2022 to now
  4. Southern New Hampshire UniversityJun 2019 to now
  5. Centria AutismJul 2021 to May 2022
  6. Scottsdale Pediatric Behavior ServicesMar 2020 to May 2021
  7. Behavior Therapy ClinicJun 2019 to Dec 2019
  8. Chiang Mai UniversityJan 2017 to Jun 2017
  9. Arizona State UniversityAug 2016 to Dec 2016
  10. Tnt FireworksJun 2016 to Jul 2020

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
7559688
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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