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Kevin Robert Kessler

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.Jun 2026 to now
  2. The Vanguard Group, Inc.Jun 2026 to now
  3. Vanguard Marketing CorporationJun 2026 to now
  4. Massmutual Greater Philadelphia (MML Investors Services, LLC)Jul 2024 to Jan 2026
  5. Massmutual Greater PhiladelphiaJan 2024 to Apr 2026
  6. Vista Wealth SolutionsJan 2024 to Apr 2026
  7. Northwestern Mutual Eastern PennsylvaniaJun 2023 to Dec 2023
  8. West Chester University of PennsylvaniaJan 2022 to May 2024
  9. Montgomery County Community CollegeAug 2020 to Dec 2021
  10. Pope John Paul IiAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7749012
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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