Sara Kearns Carlson
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
Are you Sara Kearns Carlson? Claim your profile
Contact this firm
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
11 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Sep 2026 to now
- Vanguard Marketing CorporationSep 2026 to now
- J.P. Morgan Securities LLCJul 2024 to Sep 2026
- Cvs Pharmacy Inc.Jun 2023 to Jan 2024
- Arizona State UniversityAug 2022 to Jun 2024
- Paradise Valley Community CollegeAug 2019 to May 2022
- Sandra Day O'connor High SchoolAug 2017 to May 2019
- Ironwood High SchoolAug 2015 to May 2017
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
- 7965598
- Firm CRD
- 106715