Julie Grace Abbate
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 Advisers, Inc.Dec 2023 to now
- The Vanguard Group, Inc.Oct 2023 to now
- Vanguard Marketing CorporationOct 2023 to now
- Belladonna GiftsAug 2021 to now
- Pennsylvania State UniversityAug 2019 to Dec 2022
- Francesca'sJun 2019 to Aug 2021
- Bath & Body WorksDec 2017 to Jan 2018
- University of ConnecticutAug 2017 to May 2019
- Pier 1 ImportsJun 2017 to Aug 2017
- Pennsylvania State UniversityAug 2016 to May 2017
- Low Key FarmJun 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7782660
- Firm CRD
- 106715