Katrina
Spinato
Vanguard Advisers, Inc
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About this Advisor
Katrina Spinato is a financial advisor based out of Plano, Texas with 2 years of industry experience. Spinato is currently employed by Vanguard Advisers, Inc. Over the course of their career, Spinato has held roles at The Vanguard Group Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Instacart, Uber, Nylife Securities LLC, New York Life Insurance Co, Doordash, Massmutual Life Insurance, Mml Investors Services, LLC, The Vanguard Group, Inc, Door Dash and Norwex. Spinato holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania and Texas. Vanguard Advisers, Inc is a registered investment company based out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 advisors. It controls $299 billion in total assets among its 634,470 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 client accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a number 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 charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Vanguard Advisers, Inc likely are 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
Katrina Spinato Work History
Katrina has been registered as a financial advisor for 2 years.*
Norwex
The Vanguard Group, Inc
Door Dash
Mml Investors Services, LLC
Uber
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Nylife Securities LLC
New York Life Insurance Co
Doordash
Massmutual Life Insurance
Uber
Fidelity Personal And Workplace Advisors
Instacart
Fidelity Brokerage Services LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
The Vanguard Group Inc
*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 Katrina Spinato 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
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
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