Joel Sanchez
Investment adviser representative at Vanguard Advisers, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
Are you Joel Sanchez? Claim your profile
Contact this firm
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.Jun 2022 to now
- Vanguard Marketing CorporationJun 2022 to now
- Spaz BeverageSep 2022 to May 2023
- Spaz BeverageApr 2022 to May 2022
- Ecosheild Pest ControlMay 2021 to Jun 2021
- Wagsworth Manor Pet ResortJul 2019 to Feb 2020
- West Chester UniversityAug 2018 to May 2022
- Weis MarketsJan 2017 to Jun 2019
- Emmaus High SchoolAug 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7563097
- Firm CRD
- 106715