Stephen Felix Notebaert
Investment adviser representative at Vanguard Advisers, Inc.
14 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
14 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- Bird Dog Custom Woodwork, LLCDec 2025 to now
- The Vanguard Group, Inc.Apr 2023 to now
- Vanguard Marketing CorporationApr 2023 to now
- Method Ice HockeyJun 2022 to Feb 2023
- The Hill SchoolAug 2015 to Jun 2022
- Saint Joseph's UniversityAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7703551
- Firm CRD
- 106715