Connor John Phelan
Investment adviser representative at Vanguard Advisers, Inc.
11 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
11 years in the industry.
- Vanguard Advisers, Inc.Mar 2026 to now
- The Vanguard Group, Inc.Nov 2025 to now
- Vanguard Marketing CorporationNov 2025 to now
- Iron Hill BreweryMay 2025 to Sep 2025
- Self-employedSep 2024 to Nov 2025
- AmtrakJan 2023 to Nov 2025
- Go2 TechApr 2022 to Nov 2022
- Dll GroupJun 2018 to Apr 2022
- Heffler Claims GroupJan 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8175552
- Firm CRD
- 106715