Luke Remington Burgess
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.Oct 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Vanguard Marketing CorporationAug 2025 to now
- Symmetry Financial GroupJun 2024 to Aug 2025
- Arizona State UniversityAug 2023 to Apr 2024
- Heroes Lawn CareApr 2023 to Jul 2023
- Texas WrestlingSep 2022 to Mar 2025
- Lake Travis High SchoolAug 2020 to May 2023
- Wheaton Warrenville South High SchoolAug 2019 to Aug 2020
- Hubble Middle SchoolAug 2016 to Aug 2019
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
- 8122740
- Firm CRD
- 106715