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Joshua Pei-der Pau

Vanguard Advisers, Inc.

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About Joshua Pei-der Pau

Joshua Pau-der is an investment advisor representative with Vanguard Advisers, Inc., based in Malvern, PA. Joshua has been in the industry since February 17, 2019. Joshua holds Series 63, 66, and 7 licenses as well as the SIE. Joshua has been registered with the State of Pennsylvania since July 30, 2019. Prior to joining Vanguard Advisers, Inc., Joshua worked as an investment advisor representative at AXA Advisors, LLC in New York, NY.

Firm Information

Joshua Pau 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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Joshua Pau’s Registration & Firm History

PA

06/29/2020 - Present

Vanguard Advisers, Inc. (MALVERN PA)

NY

08/18/2017 - 01/26/2018

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Pei-der Pau.
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