Kaitlyn Nicole Canal
Investment adviser representative at Vanguard Advisers, Inc.
17 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
17 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- Vanguard Advisors, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Jul 2026 to now
- Vanguard Marketing CorporationJul 2026 to now
- UBS Financial Services Inc.Dec 2025 to Feb 2026
- Seg 18, LLCSep 2025 to Jan 2026
- UBS Financial Services Inc.Jun 2025 to Aug 2025
- First Colonial Community BankJun 2024 to Aug 2024
- University of DelawareAug 2022 to May 2026
- Blaze ManagementJun 2022 to Feb 2024
- National RestorationJun 2021 to Aug 2021
- Sweet Eats BakeryFeb 2021 to May 2021
- Bishop Eustace Preparatory SchoolSep 2018 to Jun 2022
- Christ the King Regional SchoolSep 2009 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 8074085
- Firm CRD
- 106715