Andrew Michael Patrick
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
- UnemployedMay 2025 to Sep 2025
- Osi Americas, Inc.Apr 2024 to May 2025
- YougovMay 2022 to Apr 2024
- TecovasFeb 2022 to May 2022
- Remesh, Inc.Apr 2021 to Jan 2022
- Tom JamesMay 2020 to Apr 2021
- University of Alabama AthleticsSep 2018 to Dec 2018
- Vivint SecurityMay 2018 to Sep 2018
- University of AlabamaAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8148894
- Firm CRD
- 106715