Daniel Martinez
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.Jun 2024 to now
- Vanguard Marketing CorporationJun 2024 to now
- Sherwin WilliamsSep 2023 to May 2024
- The Vanguard Group, Inc.May 2023 to Aug 2023
- Texas Tech University SystemJan 2023 to Jun 2024
- UnemployedAug 2022 to Jan 2023
- The Financial Advisory GroupMay 2022 to Aug 2022
- Willis Johnson & AssociatesJan 2022 to May 2022
- Worth WinningJun 2021 to Aug 2021
- UnemployedMar 2020 to Aug 2020
- Texas Tech UniversityDec 2018 to Jun 2024
- Self-employedAug 2018 to May 2024
- Devault FloralFeb 2018 to Sep 2022
- South Plains CollegeAug 2017 to Dec 2018
- Adams FlowersDec 2016 to May 2017
- Express Employment ProfessionalsMar 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7713116
- Firm CRD
- 106715