Benjamin Ryan Loftin
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
1 stateRegistered 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 Advisers, Inc.Jun 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Self-employedJan 2025 to Jun 2026
- UnemployedJul 2024 to Dec 2024
- TIAAJul 2023 to Jul 2024
- TIAA-CREF Individual & Institutional Services, LLCJul 2023 to Jul 2024
- UnemployedJan 2023 to Jun 2023
- Strong Capital Lp/railroad Management LLCMar 2022 to Jul 2022
- The University of Texas At DallasJan 2020 to Dec 2022
- Tarrant County CollegeAug 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7778943
- Firm CRD
- 106715