Aaron Ali Shalwani
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.Jun 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Self-employedOct 2023 to now
- Shalwani Operations LLCSep 2024 to Feb 2026
- VerizonOct 2023 to Dec 2025
- Amazon.comJun 2023 to Aug 2023
- Best BuyOct 2022 to Nov 2022
- Minot State UniversityAug 2022 to Jun 2023
- UnemploymentJan 2022 to Aug 2022
- CandlescienceAug 2020 to Jan 2021
- University of Nevada, Reno BookstoreJun 2018 to May 2019
- University of Nevada, RenoAug 2017 to Dec 2021
- Tilly'sJun 2017 to Aug 2017
- West Career and Technical AcademyJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8207620
- Firm CRD
- 106715