Dylan Cazarez
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.
- Vanguard Advisers, Inc.Jan 2025 to now
- The Vanguard Group, Inc.Jun 2024 to now
- Vanguard Marketing CorporationJun 2024 to now
- RandstadJun 2023 to Aug 2023
- Financial Planning Association of IllinoisJan 2023 to Feb 2024
- Galvan CapitalJun 2022 to Aug 2022
- University of Illinois Urbana-champaignJan 2022 to Jun 2024
- Dick's Sporting GoodsAug 2020 to Jan 2022
- Harper CollegeAug 2020 to Jan 2022
- Self-employedJun 2020 to Aug 2020
- Blaze PizzaJun 2019 to Dec 2019
- Palatine Park DistrictSep 2018 to Mar 2020
- William Fremd 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
- 7782040
- Firm CRD
- 106715