Brian Leite
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.Apr 2026 to now
- The Vanguard Group, Inc.Jan 2026 to now
- Vanguard Marketing CorporationJan 2026 to now
- Self-employedMar 2025 to Dec 2025
- Cogency Global IncMar 2025 to Jun 2025
- UnemployedJan 2025 to Feb 2025
- Payzer IncMar 2023 to Dec 2024
- UnemployedJan 2023 to Feb 2023
- AngiFeb 2022 to Dec 2022
- University of North Carolina At WilmingtonAug 2019 to May 2021
- Palate Bottle Shop & GardenSep 2018 to Nov 2018
- The HuskAug 2018 to Dec 2021
- Kennedy OfficeAug 2017 to Dec 2017
- Yardnique IncMay 2017 to Aug 2017
- Cape Fear Community CollegeAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8197226
- Firm CRD
- 106715