Anna Katherine York
Investment adviser representative at Vanguard Advisers, Inc.
12 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
12 years in the industry.
- Vanguard Adviser's, Inc.Jan 2026 to now
- The Vanguard Group, Inc.Oct 2025 to now
- Vanguard Marketing CorporationOct 2025 to now
- Advantage SolutionsAug 2024 to now
- Hensley Beverage CompanyFeb 2023 to now
- TeksystemsJun 2025 to Jul 2025
- La Paloma Country ClubOct 2024 to May 2025
- Catalina Foothills ChurchSep 2024 to Dec 2024
- Frito-layJun 2024 to Aug 2024
- DoordashSep 2022 to Dec 2022
- Self-employedDec 2021 to Jun 2024
- The University of ArizonaAug 2021 to May 2025
- Chick-fil-aJan 2020 to Aug 2022
- College of Lake CountyJan 2020 to Jun 2021
- Lone Star Community CollegeAug 2019 to Dec 2019
- HomeschooledAug 2014 to Jun 2021
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
- 8165420
- Firm CRD
- 106715