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Lauren Elizabeth Coleman

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.Aug 2024 to now
  2. The Vanguard Group, Inc.May 2024 to now
  3. Vanguard Marketing CorporationMay 2024 to now
  4. Culinary DropoutOct 2023 to Jul 2026
  5. Morgan StanleyJun 2023 to Aug 2023
  6. The HenryApr 2021 to Dec 2022
  7. Arizona State UniversityAug 2020 to May 2024
  8. TargetNov 2017 to Apr 2019
  9. Red River High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7753250
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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