Bryan Joseph Smith
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.
- Vanguard Advisers, Inc.Jan 2025 to now
- Self EmployedApr 2024 to now
- The Vanguard Group, Inc.Sep 2022 to now
- Vanguard Marketing CorporationSep 2022 to now
- Wells FargoFeb 2021 to Aug 2022
- Altman PlantsDec 2018 to Feb 2021
- Rhino NetworksOct 2018 to Feb 2021
- Js Real EstateSep 2018 to Feb 2021
- Unemployed / StudentDec 2017 to Sep 2018
- Eagle Commercial Realty ServicesSep 2017 to Dec 2017
- Discover Financial ServicesJun 2017 to Aug 2017
- Arizona State University - Student Creative ServicesSep 2014 to May 2017
- Arizona State UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7611372
- Firm CRD
- 106715