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Kyle Scott Houston

Investment adviser representative at Vanguard Advisers, Inc.
13 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

13 years in the industry.

  1. Vanguard Advisers, Inc.Jul 2025 to now
  2. The Vanguard Group, Inc.Jan 2024 to now
  3. Vanguard Marketing CorporationJan 2024 to now
  4. MML Investors Services, LLCAug 2023 to Dec 2023
  5. Massmutual Life Insurance CoMar 2022 to Dec 2023
  6. Jonic Glass IncMay 2021 to Mar 2022
  7. Arizona State UniversityAug 2019 to Dec 2021
  8. Yard House RestaurantAug 2018 to Apr 2021
  9. Scottsdale Community CollegeMay 2018 to May 2019
  10. J & G SalesMar 2017 to Aug 2018
  11. Yavapai Community CollegeAug 2016 to May 2017
  12. Annies RestaurantFeb 2013 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2025

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
7802276
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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