Kevin Alan Elvey
Investment adviser representative at Vanguard Advisers, Inc.
22 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
22 years in the industry.
- Vanguard Advisers, Inc.Feb 2025 to now
- The Vanguard Group, Inc.Dec 2024 to now
- Vanguard Marketing CorporationDec 2024 to now
- RandstadJun 2024 to Oct 2024
- Debtfit Inc.Sep 2020 to Apr 2026
- Self-employedJul 2019 to Jun 2022
- Highercred LLCAug 2015 to Jan 2026
- New Hope-solebury School DistrictNov 2004 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7946702
- Firm CRD
- 106715