Kyle
Thomas

Vanguard Advisers, Inc

CRD#7167056
Investment Advisor
in West Chester, PA

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About this Advisor

Kyle Thomas is a financial advisor based in West Chester, Pennsylvania, working with Vanguard Advisers, Inc. Kyle has previously held positions at The Vanguard Group, Inc, Grove City College, Werner Company, General Electric, Montgomery Truss And Panel, Bnz Materials, Dicks Sporting Goods, and Mars Area High School. Kyle has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Kyle is part of Vanguard Advisers, Inc, which operates out of West Chester, Pennsylvania. The firm has 2,107 offices and 2,107 employees. The firm manages assets totaling $333.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Vanguard Advisers, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

100 Vanguard Blvd
West Chester, PA 19380

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$333,066,527,268

PA Average: $15,833,994,310
Total Number of Employees

2,107

PA Average: 41
Total Number of Accounts

804,462

PA Average: 3,342
Average Account Size

$414,024

PA Average: $4,737,880

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 Thomas Work History

2019 - Present (6 years)

The Vanguard Group, Inc

2018 - 2018 (< 1 year)

Werner Company

2017 - 2017 (< 1 year)

General Electric

2017 - 2017 (< 1 year)

Montgomery Truss And Panel

2016 - 2019 (3 years)

Grove City College

2016 - 2016 (< 1 year)

Bnz Materials

2015 - 2019 (4 years)

Grove City College

2013 - 2016 (3 years)

Dicks Sporting Goods

2011 - 2015 (4 years)

Mars Area High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kyle Thomas 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

Carlos Benitez
Plano, TX
Jonathan Covington
Plano, TX
Justin Nnabuife
Plano, TX
Armand Noor
Malvern, PA
John Mackowski
Malvern, PA
Colin Sullivan
Malvern, PA
Michael Guaman
Plano, TX
Christopher Horton
Malvern, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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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