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Trung Thanh Ngo

Investment adviser representative at Vanguard Advisers, Inc.
11 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

11 years in the industry.

  1. Vanguard Advisers, Inc.Jun 2026 to now
  2. The Vanguard Group, Inc.Jun 2026 to now
  3. Vanguard Marketing CorporationJun 2026 to now
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2023 to Jun 2026
  5. Bank of AmericaNov 2023 to Jun 2025
  6. UnemployedJul 2023 to Nov 2023
  7. Grand Canyon UniversityAug 2019 to Jul 2023
  8. Calvary Christian AcademyJan 2017 to Aug 2019
  9. Vung Tau High SchoolJan 2015 to Jan 2017

Exams passed

  • 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
8067835
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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