Dylan
Barrera
Vanguard Advisers, Inc
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About this Advisor
Dylan Barrera is a financial advisor operating in Scottsdale, Arizona, who has 1 year of relevant experience. Barrera currently works for Vanguard Advisers, Inc. Throughout their career, they have worked at Lincoln Investment Planning, Center For Teaching Excellence, Securities America, Inc, Securities America Advisors, The Vanguard Group, Inc, University Of Nevada Las Vegas, Ctenow LLC, Primerica Financial Services and Pfs Investments Inc. Barrera has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Texas. Vanguard Advisers, Inc is an advisory company operating out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 people on staff. It manages $299 billion in assets among its 634,470 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 958 charities and foundations. Of its 634,470 customer accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on the financial services. Fee types billed by Vanguard Advisers, Inc may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Dylan Barrera Work History
Dylan has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
Ctenow LLC
Securities America, Inc
Securities America Advisors
Pfs Investments Inc
Lincoln Investment Planning
University Of Nevada Las Vegas
Center For Teaching Excellence
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dylan Barrera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Charlotte, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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