Allison Nicole Gerard nguyen
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Marketing CorporationNov 2025 to now
- Vanguard Advisers, Inc.Oct 2023 to now
- The Vanguard Group, Inc.Aug 2023 to now
- Allison Nguyen Realtor PllcJan 2022 to now
- Glendale Union High School DistrictAug 2022 to May 2023
- Self EmployedJun 2021 to Dec 2024
- Glendale Union High School DistrictAug 2020 to May 2021
- Az Cornerstone Realty LLCMay 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7767992
- Firm CRD
- 106715