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Rurik Gabriel Alconaba

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.

  1. Vanguard Advisers, Inc.Jun 2026 to now
  2. The Vanguard Group, Inc.Jun 2026 to now
  3. Vanguard Marketing CorporationJun 2026 to now
  4. UnemployedAug 2025 to Jun 2026
  5. TIAA Financial ServicesJun 2022 to Aug 2025
  6. TIAA-CREF Individual & Institutional Services, LLCJun 2022 to Aug 2025
  7. RcOct 2021 to Feb 2022
  8. Melting PotSep 2021 to Oct 2021
  9. Mitchell PropertiesOct 2017 to Jan 2018
  10. The University of North Carolina At CharlotteAug 2017 to May 2022
  11. West Forsyth High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser 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
7560170
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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