Joshua Lorenzo Newett
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.
- Vanguard Advisers, Inc.Apr 2026 to now
- The Vanguard Group, Inc.Apr 2026 to now
- Vanguard Marketing CorporationApr 2026 to now
- Edward JonesDec 2024 to Apr 2026
- Self-employedSep 2024 to Nov 2024
- Washington Private SchoolAug 2020 to Aug 2024
- Freie Universitat BerlinSep 2016 to Jan 2019
- Korean Naval AcademyMar 2013 to Aug 2020
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
- 7988962
- Firm CRD
- 106715