Grace Ellen Kellerman
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
3 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.Sep 2024 to now
- The Vanguard Group, Inc.Jun 2024 to now
- Vanguard Marketing CorporationJun 2024 to now
- Stride Spin & FitnessJun 2025 to Aug 2026
- Clemson UniversityAug 2023 to May 2024
- The Vanguard GroupMay 2023 to Aug 2023
- Clemson University Academic Success CenterAug 2022 to Apr 2024
- Clemson UniversityAug 2022 to May 2023
- College of DupageMay 2022 to Aug 2022
- Grace Coffee CompanySep 2021 to May 2022
- Clemson UniversityAug 2021 to May 2022
- Paper SourceFeb 2021 to Aug 2021
- Lake Forest High SchoolAug 2017 to Jun 2021
- Lake Bluff Middle SchoolJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NC, 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
- 7724231
- Firm CRD
- 106715