Kelly Patrick Malone
Investment adviser representative at Vanguard Advisers, Inc.
26 yearsExperience
3 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
26 years in the industry.
- Vanguard Advisers, Inc.May 2025 to now
- The Vanguard Group, Inc.Mar 2025 to now
- Vanguard Marketing CorporationMar 2025 to now
- UnemployedApr 2024 to Feb 2025
- Legends West BankJun 2023 to Apr 2024
- Flatirons BankDec 2022 to Jun 2023
- Bankers' Bank of the WestJul 2020 to Dec 2022
- UnemployedMar 2020 to Jun 2020
- Federal Home Loan Bank of TopekaMar 2000 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, 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
- 8027588
- Firm CRD
- 106715