Carson Brad Wick
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
1 stateRegistered 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.Sep 2026 to now
- The Vanguard Group, Inc.Sep 2026 to now
- Vanguard Marketing CorporationSep 2026 to now
- UnemployedJun 2026 to Sep 2026
- Innovation Partners LLCMar 2026 to Jun 2026
- Lemnis CapitalNov 2025 to Jun 2026
- Equitable Advisors, LLCNov 2025 to Mar 2026
- UnemployedMay 2025 to Nov 2025
- Southside BankMay 2024 to Aug 2024
- Private Golf InstructorMay 2022 to Aug 2022
- Texas Tech UniversitySep 2021 to May 2025
- Hollytree Country ClubMar 2020 to Aug 2021
- Whitehouse IsdAug 2015 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8182168
- Firm CRD
- 106715