Irma elizabeth Carrillo rodriguez
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.Dec 2025 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- UnemployedAug 2024 to Sep 2025
- VestedinMay 2023 to Aug 2023
- Fox School of Business Temple UniversityAug 2022 to Aug 2024
- UnemployedNov 2020 to Jul 2022
- Icl Graduated Business SchoolApr 2020 to Nov 2020
- UnemployedSep 2019 to Mar 2020
- New Zealand Language Centres (nzlc)Apr 2019 to Sep 2019
- Grupo MegaNov 2017 to Apr 2019
- Expedite PlusNov 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8112445
- Firm CRD
- 106715