Philip Mark Sharpe
Investment adviser representative at Vanguard Advisers, Inc.
10 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
10 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- The J.G. Wentworth Company LLCAug 2025 to Mar 2026
- Heiler PaintingDec 2022 to Jul 2025
- Philly CountsJul 2022 to Nov 2022
- 7/11Dec 2021 to Mar 2022
- West Chester UniversityAug 2020 to May 2024
- ShopriteMay 2020 to Jun 2020
- Dollar TreeFeb 2020 to Oct 2020
- Station TapJun 2019 to Aug 2020
- Cardinal O'hara High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8265129
- Firm CRD
- 106715