Zhi xi Zhang
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.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- RandstadMay 2025 to Aug 2025
- Pennsylvania State System of Higher EducationOct 2024 to May 2026
- Clark AssociatesMay 2024 to Aug 2024
- Pennsylvania Bankers AssociationMay 2023 to May 2023
- Kutztown UniversityAug 2022 to May 2026
- The Hershey CompanyMar 2022 to May 2026
- Palmyra Area Senior High SchoolAug 2018 to Jun 2022
- Palmyra Area Middle SchoolAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8069129
- Firm CRD
- 106715