Robert
Rodriguez
Vanguard Advisers, Inc
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About this Advisor
Robert Rodriguez is a financial advisor operating in Scottsdale, Arizona who has 3 years of industry experience. Rodriguez is an advisor for Vanguard Advisers, Inc. Rodriguez has gained experience at The Vanguard Group, Inc, Olive Garden, Vitamin Shoppe, Kirklands Home Interior, El Paso Community College and University Of Texas El Paso. Rodriguez maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Arizona and Texas. Vanguard Advisers, Inc is an advisory company operating out of Malvern, PA. It has offices in 2,124 locations and a total of 2,124 people on staff. It has $299 billion in assets under management among its 634,470 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. Vanguard Advisers, Inc offers a broad array 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. Fees for financial management typically depend on the type of financial services provided. Fee types billed by Vanguard Advisers, Inc can be comprised 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
Robert Rodriguez Work History
Robert has been registered as a financial advisor for 3 years.*
The Vanguard Group, Inc
Olive Garden
University Of Texas El Paso
Vitamin Shoppe
El Paso Community College
Kirklands Home Interior
*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 Robert Rodriguez 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
Malvern, PA
Scottsdale, AZ
Charlotte, NC
Charlotte, NC
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
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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