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Lakshmi Srinivas

Vanguard Advisers, Inc.

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About Lakshmi Srinivas

Lakshmi Srinivas is a financial advisor at Vanguard Advisers, Inc. Lakshmi has been in the industry since May 2022 and is registered with the state securities authorities in Arizona, Illinois, and Texas. Lakshmi is also a Series 7, Series 63, and Series 65 licensed representative. Lakshmi provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Lakshmi also provides selection of other advisers.

Firm Information

Lakshmi Srinivas 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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Lakshmi Srinivas’s Registration & Firm History

TX

05/12/2022 - Present

Vanguard Advisers, Inc. (Plano TX)

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Licenses & Designations

BC

Issued 06/27/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/31/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lakshmi Srinivas.
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