Harry Wheless Zimmerman
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Aug 2026 to now
- The Vanguard Group, Inc.Aug 2022 to now
- Vanguard Marketing CorporationAug 2022 to now
- University of North Carolina: CharlotteAug 2020 to Aug 2022
- Self EmployedMay 2020 to Aug 2021
- Harris TeeterDec 2018 to Apr 2020
- Central Piedmont Community CollegeOct 2018 to May 2020
- Sewanee: the University of the SouthAug 2018 to Oct 2018
- Christ SchoolAug 2015 to May 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 (NC, 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
- 7616780
- Firm CRD
- 106715