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Phillip Michael Figueiredo

Investment adviser representative at Vanguard Advisers, Inc.
10 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

10 years in the industry.

  1. Pf Publishing LLCJul 2024 to now
  2. Vanguard Advisers, Inc.May 2023 to now
  3. The Vanguard Group, Inc.May 2023 to now
  4. Vanguard Marketing CorporationMay 2023 to now
  5. Philly Figs Marketing Services, LLCJun 2019 to now
  6. Self-employedNov 2023 to May 2024
  7. Crosscountry Mortgage the Giglio GroupOct 2022 to Dec 2022
  8. Whole Foods Market, Inc.Jun 2022 to May 2023
  9. Self-employedDec 2017 to Jan 2021
  10. Whole Foods Market, Inc.Sep 2016 to May 2022

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
7724234
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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