Adam Don carlos Shepherd
Investment adviser representative at Vanguard Advisers, Inc.
13 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
13 years in the industry.
- Vanguard Advisers, Inc.Jan 2026 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Gen225, LLCNov 2024 to now
- Eden Bloom Realty, LLCOct 2023 to now
- Lilyskies Enterprises Holdings, LLCOct 2023 to now
- Yelp IncAug 2024 to Sep 2025
- Stormwind StudiosSep 2023 to Aug 2024
- LoandepotMar 2021 to Nov 2022
- AetnaMar 2017 to Mar 2021
- Self-employedOct 2016 to Aug 2023
- Mesa Community CollegeAug 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8143995
- Firm CRD
- 106715