Robert Thomas Ramirez
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.Dec 2025 to now
- Pennsylvania Army National GuardNov 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- J.P. Morgan Chase Bank NAMay 2023 to Aug 2025
- J.P. Morgan Securities LLCMay 2023 to Aug 2025
- Wealth & Income SolutionsSep 2022 to Dec 2022
- The Jug Handle InnMay 2022 to Aug 2022
- Wealth & Income SolutionsMay 2022 to Aug 2022
- Massmutual Greater PaJun 2021 to Aug 2021
- The Jug Handle InnMay 2021 to Aug 2021
- Lander UniversityAug 2020 to May 2023
- Artistic LandscapingMar 2020 to Aug 2020
- Limestone UniversityAug 2019 to May 2020
- The MerionMar 2019 to Aug 2019
- Holy Cross Prepatory AcademySep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7744107
- Firm CRD
- 106715