Gage Arturo Wellington
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.Sep 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Ameritas Advisory Services, LLCJun 2024 to Sep 2025
- Ameritas Investment Company, LLCJun 2024 to Sep 2025
- Premier Planning GroupMar 2024 to Sep 2025
- Equitable Advisors, LLCMar 2023 to Feb 2024
- Penn State UniversitySep 2021 to Dec 2022
- Montgomery County Community CollegeJan 2021 to Aug 2021
- Springfield Township PoliceDec 2018 to Aug 2021
- Montgomery County Municipal Police AcademyJan 2018 to Jun 2018
- Montgomery County Community CollegeSep 2015 to Jan 2017
- North Penn Auto ServiceSep 2014 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7706856
- Firm CRD
- 106715