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John Roman McCutchen

Vanguard Advisers, Inc.

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About John Roman McCutchen

John McCutchen is a registered investment advisor representative with Vanguard Advisers, Inc. John has been in the securities industry since 2015 and has passed the Series 63, Series 7 and Series 65 exams. John is currently registered with the state of Pennsylvania and Texas. John's registration with the state of Pennsylvania was approved on 07/16/2015 and the registration with the state of Texas was approved on 09/06/2017. John's firm, Vanguard Advisers, Inc., is a registered investment advisor and has been in business since 1975. The firm manages over $333 billion in assets for over 804,000 clients. The firm's main office is located in Malvern, Pennsylvania.

Firm Information

John McCutchen 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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John McCutchen’s Registration & Firm History

PA

09/06/2017 - Present

Vanguard Advisers, Inc. (MALVERN PA)

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Licenses & Designations

IA

Issued 08/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Roman McCutchen.
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