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Valentin Duran

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. Vanguard Advisers, Inc.Sep 2025 to now
  2. Self-employedFeb 2025 to now
  3. The Vanguard Group, Inc.May 2023 to now
  4. Vanguard Marketing CorporationMay 2023 to now
  5. Self EmployedAug 2023 to Sep 2023
  6. TtecJan 2023 to Mar 2023
  7. UnemployedSep 2022 to Jan 2023
  8. Carmax Auto SuperstoreDec 2021 to Sep 2022
  9. Oscar HealthOct 2019 to Dec 2021
  10. UnemployedMar 2019 to Oct 2019
  11. ZiprecruiterOct 2018 to Mar 2019
  12. Conns Home PlusOct 2017 to Sep 2018
  13. UnemployedJul 2017 to Oct 2017
  14. 2b WirelessJun 2016 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7724332
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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