Alexis Vail Mchugh
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 2024 to now
- The Vanguard Group, Inc.Jan 2023 to now
- Vanguard Marketing CorporationJan 2023 to now
- UnemployedJun 2022 to Jan 2023
- Hyatt PlaceJan 2022 to May 2022
- Penn State Eduction Abroad OfficeJan 2022 to May 2022
- Bluebox Corporate FinanceSep 2021 to Dec 2021
- Vail Mountain ResortsJan 2021 to Jan 2021
- ApplebeesNov 2020 to Jan 2021
- Olive GardenOct 2020 to Sep 2021
- Storage SquadAug 2020 to Sep 2020
- ChipotleAug 2019 to Jan 2020
- Harrisburg Area Community CollegeJan 2019 to May 2019
- Pennsylvania State UniversityAug 2018 to May 2022
- HersheyparkMay 2018 to Dec 2020
- Flagship CinemasApr 2017 to Jul 2017
- Dairy QueenJan 2017 to Apr 2017
- Annies Ice CreamApr 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7668945
- Firm CRD
- 106715