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Joseph William Mcmaster

Investment adviser representative at Vanguard Advisers, Inc.
12 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

12 years in the industry.

  1. Vanguard Advisers, Inc.Jun 2026 to now
  2. The Vanguard Group, Inc.Jul 2022 to now
  3. Vanguard Marketing CorporationJul 2022 to now
  4. West Virginia UniversityAug 2020 to May 2022
  5. Delco SteaksApr 2020 to Aug 2020
  6. ServproMar 2020 to Mar 2022
  7. Delaware County Community CollegeAug 2018 to May 2020
  8. ThunderbirdFeb 2016 to Aug 2020
  9. Marple Newtown High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2026

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
7598326
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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