Yusef Ossama aly Wakeel

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

11 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. Bank of America, N.A.Mar 2025 to Jun 2026
5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Jun 2026
6. UnemployedOct 2024 to Mar 2025
7. Altruist CorpSep 2023 to Oct 2024
8. Altruist Financial LLCSep 2023 to Oct 2024
9. Eos FitnessMar 2023 to Jun 2023
10. The Vanguard Group, Inc.Jul 2022 to Sep 2023
11. Vanguard Marketing CorporationJul 2022 to Sep 2023
12. Jimmy JohnsMar 2022 to May 2022
13. AmazonJun 2021 to Aug 2021
14. CdwJun 2021 to Aug 2021
15. Oasis OutsourcingJun 2020 to Jul 2020
16. Self-employedMar 2020 to Apr 2023
17. Php AgencyAug 2019 to Nov 2019
18. U-haulAug 2019 to Oct 2019
19. Vector MarketingNov 2018 to Jan 2019
20. Self-employedOct 2018 to Feb 2019
21. University of ArizonaAug 2018 to May 2022
22. Blake's LotaburgerAug 2018 to Nov 2018
23. Catalina Foothills High SchoolOct 2015 to May 2018

Exams passed

• Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Vanguard Advisers, Inc.

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

7563580

Firm CRD

106715