Kyle
Phillips
Vanguard Advisers, Inc
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About this Advisor
Kyle Phillips is a financial advisor based in Malvern, Pennsylvania with a total of 3 years of industry experience. Phillips is an advisor for Vanguard Advisers, Inc. Their career trajectory has included roles at The Vanguard Group, Inc, Trumark Financial Credit Union, Keystone Federal Credit Union, Chipotle Mexican Grill, Student Services, Inc, Inside Out Pizza, Cocco'S Pizza, Allyson Schwartz For Governor, Borough Of West Chester, Chester County Economic Development Council, Global Ambassadors Program At West Chester University and West Chester University. Phillips maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Pennsylvania and Texas. Vanguard Advisers, Inc is a registered investment company operating out of Malvern, PA. It has offices in 2,124 locations and a total of 2,124 financial advisors. It manages $299 billion in total assets across its 634,470 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 958 charitable organizations. Of its 634,470 customer accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. Vanguard Advisers, Inc performs a diverse assortment of services, such as 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 advisory fees typically are based on the type of services. However, fees charged by Vanguard Advisers, Inc may include any 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
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$299,191,714,649
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,124
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634,470
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$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
Kyle Phillips Work History
Kyle has been registered as a financial advisor for 3 years.*
The Vanguard Group, Inc
Trumark Financial Credit Union
Keystone Federal Credit Union
Keystone Federal Credit Union
Chester County Economic Development Council
Chipotle Mexican Grill
Inside Out Pizza
Allyson Schwartz For Governor
Borough Of West Chester
Global Ambassadors Program At West Chester University
West Chester University
West Chester University
Student Services, Inc
Cocco'S Pizza
*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 Kyle Phillips 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
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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