Eduardo
Rosales

Vanguard Advisers, Inc

CRD#7348809
Investment Advisor
in Plano, TX

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About this Advisor

Eduardo Rosales is a financial advisor based in Plano, Texas, working with Vanguard Advisers, Inc. Eduardo has previously held positions at The Vanguard Group, Inc, Texas Southern University, Office Of Information Technology, University Of Houston, Apex Energy Solutions, The Menard Financial Group, Pasadena High School, and Door Dash. Eduardo has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Eduardo is part of Vanguard Advisers, Inc, which operates out of Plano, Texas. 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 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

7900 Windrose Avenue
Plano, TX 75024

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$333,066,527,268

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

2,107

TX Average: 41
Total Number of Accounts

804,462

TX Average: 3,342
Average Account Size

$414,024

TX 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

Eduardo Rosales Work History

2022 - Present (2 years)

The Vanguard Group, Inc

2021 - 2022 (1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

The Menard Financial Group

2020 - 2021 (1 year)

Door Dash

2019 - 2019 (< 1 year)

Apex Energy Solutions

2018 - 2020 (2 years)

University Of Houston

2016 - 2018 (2 years)

Texas Southern University

2016 - 2017 (1 year)

Texas Southern University, Office Of Information Technology

2012 - 2016 (4 years)

Pasadena High School

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Disclosures

Please visit the SEC profile of Eduardo Rosales 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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