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Aruna holali Anantapadmanabhashastry

Vanguard Advisers, Inc.

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About Aruna holali Anantapadmanabhashastry

Aruna holali Anantapadmanabhashastry is a financial advisor currently registered with Vanguard Advisers, Inc. Aruna has been in the financial services industry for 15 years. Aruna has a Series 66, Series 7TO and SIE license. Aruna is currently located in Plano, Texas and has been with Vanguard Advisers, Inc. since August 2022. Aruna is also an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Aruna specializes in working with clients who are individuals, high net worth individuals, corporations, charitable organizations, health and welfare trusts, pension and profit sharing plans, pooled investment vehicles and other investment advisors.

Firm Information

Aruna holali Anantapadmanabhashastry is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aruna holali Anantapadmanabhashastry’s Registration & Firm History

TX

11/08/2022 - Present

Vanguard Advisers, Inc. (Plano TX)

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Licenses & Designations

BOTH

Issued 11/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aruna holali Anantapadmanabhashastry.
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