Cole Matthew Holocher
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Cole Matthew Holocher? 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
12 years in the industry.
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Aug 2022 to now
- Vanguard Marketing CorporationAug 2022 to now
- Arizona State UniversityJan 2022 to now
- Self-employedMay 2022 to Aug 2022
- Scottsdale Community CollegeJan 2022 to May 2022
- UpsNov 2021 to Dec 2021
- Sunglass HutNov 2017 to Sep 2021
- Panera BreadJun 2016 to May 2017
- Glendale Community CollegeSep 2015 to Dec 2021
- Mountain Ridge High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7598564
- Firm CRD
- 106715