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Justin Koukkos Fogarty

Investment adviser representative at Vanguard Advisers, Inc.
12 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

12 years in the industry.

  1. Vanguard Advisers, Inc.Sep 2026 to now
  2. The Vanguard Group, Inc.Jun 2026 to now
  3. Vanguard Marketing CorporationJun 2026 to now
  4. Renewal By AndersenSep 2025 to Apr 2026
  5. Cvs HealthJun 2025 to Aug 2025
  6. Afford-a-moveJun 2024 to Aug 2024
  7. Self-employedMay 2023 to Jul 2023
  8. University of South CarolinaAug 2022 to Dec 2025
  9. Rowley House of PizzaMay 2022 to Jul 2022
  10. St. John's Preparatory SchoolSep 2014 to Apr 2022

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
8262043
Firm CRD
106715
Advisor's SEC record (opens in a new tab)
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