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Kyle Robert Cooney

Vanguard Advisers, Inc.

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About Kyle Robert Cooney

Kyle Cooney is a registered investment advisor representative with Vanguard Advisers, Inc. Kyle has been in the financial services industry since July 2022, and has earned the Series 63, 66, 7TO and SIE licenses. Kyle works at the Malvern, PA branch of Vanguard Advisers. Kyle specializes in working with high net worth individuals, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations or other businesses, individuals other than high net worth, and health and welfare trusts. Kyle’s firm offers financial planning, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Kyle Cooney 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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Kyle Cooney’s Registration & Firm History

PA

10/09/2023 - Present

Vanguard Advisers, Inc. (MALVERN PA)

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Licenses & Designations

BOTH

Issued 10/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Robert Cooney.
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