Robert
Malzberg
Vanguard Advisers, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Malzberg is a financial advisor who works out of Plano, Texas with 1 year of industry experience. Malzberg works at Vanguard Advisers, Inc. During their career, Malzberg has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Merrill Lynch, University Of Delaware, New York Yankees, Kings Supermarkets, Bank Of America, N.A, The Vanguard Group, Inc, Thomas Jefferson Middle School and Fair Lawn High School. Malzberg has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Texas. Vanguard Advisers, Inc is a financial advisory business based out of Malvern, PA. It has offices in 2,124 locations and a total of 2,124 financial advisors. It oversees $299 billion in assets between its 634,470 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 958 charitable organizations. Of its 634,470 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. Vanguard Advisers, Inc has 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. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Vanguard Advisers, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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 Malzberg Work History
Robert has been registered as a financial advisor for 1 years.*
The Vanguard Group, Inc
The Vanguard Group, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America Merrill Lynch
New York Yankees
University Of Delaware
Kings Supermarkets
Fair Lawn High School
Thomas Jefferson Middle School
*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 Malzberg 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
Malvern, PA
Scottsdale, AZ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
