Sofia Estimable charles
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.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- Southern New Hampshire UniversityOct 2024 to Oct 2025
- Fidelity InvestmentsApr 2023 to Mar 2026
- TruistSep 2022 to Mar 2023
- Teachers Federal Credit UnionSep 2019 to Aug 2022
- Parts AuthorityAug 2018 to Aug 2019
- Suffolk County Community CollegeJan 2018 to May 2020
- Soma IntimatesJul 2017 to Aug 2018
- Traffic Shoe StoreNov 2016 to Jul 2017
- UnemployedSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7725607
- Firm CRD
- 106715