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Dylan Robert Barrera

Vanguard Advisers, Inc.

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About Dylan Robert Barrera

Dylan Barrera is a financial advisor with Vanguard Advisers, Inc., having been in the industry since January 26, 2015. Dylan Barrera holds the Series 7, Series 66 and SIE licenses and is registered to provide investment advice in Arizona and Texas. Dylan Barrera has experience with Lincoln Investment, Securities America, Inc., MML Investors Services, LLC, and PFS Investments Inc.

Firm Information

Dylan Barrera 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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Dylan Barrera’s Registration & Firm History

AZ

08/29/2022 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

NV

10/28/2020 - 07/14/2022

SECURITIES AMERICA, INC. (LAS VEGAS NV)

NV

07/22/2020 - 10/26/2020

MML INVESTORS SERVICES, LLC (LAS VEGAS NV)

NV

02/10/2017 - 07/14/2020

PFS INVESTMENTS INC. (LAS VEGAS NV)

NV

08/27/2014 - 11/01/2016

LINCOLN INVESTMENT (Las Vegas NV)

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Licenses & Designations

BOTH

Issued 12/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Dylan Robert Barrera. Review regulatory record here.
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