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Drake Jonathon Dalton

Vanguard Advisers, Inc.

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About Drake Jonathon Dalton

Drake Dalton is an investment advisor representative for Vanguard Advisers, Inc. Drake has been in the industry since December 2021. Drake is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 66, and SIE license. Drake is also registered with the state of North Carolina, Texas, and Utah. Drake is a financial planner and helps select other advisors for clients, as well as manage portfolios for individuals, businesses, and pooled investment vehicles.

Firm Information

Drake Dalton 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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Drake Dalton’s Registration & Firm History

NC

12/07/2022 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

FL

12/01/2021 - 06/24/2022

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drake Jonathon Dalton.
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