Isaac Richard Erdody
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Jul 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- 1st Gen LLCDec 2021 to now
- UnemployedApr 2025 to Jul 2025
- Compass Group USAApr 2024 to Apr 2025
- Self-employedJul 2022 to Oct 2023
- Dana IncorporatedJun 2022 to Apr 2024
- WalmartDec 2020 to Apr 2022
- Bowling Green State UniversityMay 2020 to May 2025
- Bowling Green HighschoolAug 2016 to May 2021
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
- 8103656
- Firm CRD
- 106715