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Stephanie Galindo

Vanguard Advisers, Inc.

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About Stephanie Galindo

Stephanie Galindo is an investment advisor representative with Vanguard Advisers, Inc. Stephanie has been in the securities industry for 2 years and has a Series 7TO, Series 66 and a SIE license. Stephanie is registered to provide investment advice in New Jersey, Pennsylvania and Texas. Stephanie is a member of FINRA. Stephanie provides investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Stephanie also provides financial planning services. Stephanie is currently employed at Vanguard Advisers, Inc. and has been with the firm for 2 years. Stephanie also works for the Vanguard Group, Inc. and is a landlord in Butler, NJ.

Firm Information

Stephanie Galindo 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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Stephanie Galindo’s Registration & Firm History

PA

09/18/2020 - Present

Vanguard Advisers, Inc. (MALVERN PA)

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Licenses & Designations

BOTH

Issued 09/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Galindo.
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