Zachary David Miles
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.Jan 2026 to now
- The Vanguard Group, Inc.Sep 2025 to now
- Vanguard Marketing CorporationSep 2025 to now
- Sei Investments CompanySep 2024 to Aug 2025
- Pa Rebels Baseball AcademyMay 2024 to Aug 2024
- Pa Rebels Baseball AcademyJun 2023 to Aug 2023
- West Chester University of PennsylvaniaAug 2020 to May 2024
- Rainbow Play SystemsMay 2020 to Aug 2020
- Lehigh UniversityAug 2019 to May 2020
- The Giant CompanyJul 2018 to Oct 2018
- North Penn High SchoolJun 2016 to Jun 2019
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
- 8146497
- Firm CRD
- 106715