Matthew Edward Westmoreland
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Matthew Edward Westmoreland? 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
14 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.May 2025 to now
- Vanguard Marketing CorporationMay 2025 to now
- Northwestern Mutual Wealth Management CompanyFeb 2024 to May 2025
- Northwestern Mutual Investment Services LLCMay 2023 to May 2025
- Northwestern Mutual Life Insurance CompanyJun 2022 to May 2025
- 1st University Credit UnionSep 2021 to Jan 2022
- Campus CratesAug 2020 to Sep 2020
- Baylor UniversityAug 2019 to May 2023
- Bahama BucksMar 2017 to May 2019
- Children's Lighthouse/wisdom Garden, Inc.Nov 2015 to May 2022
- Lakeland Christian AcademyAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7563796
- Firm CRD
- 106715