Stephen Peter Valverde
Investment adviser representative at Vanguard Advisers, Inc.
16 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
16 years in the industry.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.Mar 2026 to now
- Vanguard Marketing CorporationMar 2026 to now
- U.S. BankNov 2024 to Mar 2026
- The PNC Financial Services GroupFeb 2024 to Nov 2024
- UnemployedJun 2023 to Feb 2024
- Brightview Landscapes, LLCMar 2022 to Jun 2023
- UnemployedJun 2020 to Mar 2022
- Insight GlobalJan 2020 to Jun 2020
- California Sensor Corporation dba CalsenseJan 2019 to Dec 2019
- Chase BankJun 2016 to Jun 2018
- California State University -san MarcosAug 2010 to Dec 2018
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
- 8216541
- Firm CRD
- 106715