Kathleen Mulholland Doerr
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Kathleen Mulholland Doerr? 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.Mar 2023 to now
- The Vanguard Group, IncJan 2023 to now
- Vanguard Marketing CorporationJan 2023 to now
- RandstadSep 2022 to Nov 2022
- Keller Williams Real EstateJul 2020 to Oct 2022
- UmemployedMar 2020 to Jul 2020
- Keller Williams Real EstateDec 2017 to Mar 2020
- Big Fun Photo BoothsDec 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7597387
- Firm CRD
- 106715