Steve Michael Masciangelo

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 11/2020
  Tiaa
  Rochester, NY
• 12/2014 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Rochester, NY
• 03/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 12/2020 → 02/2021
  Unemployed
  Fairport, NY
• 03/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2021-05-21 → 2024-12-31
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2012-11-29 → 2015-01-02
  Lpl Financial Llc
  Rochester, NY
  Sodus, NY
  Lockport, NY
  Sodus, NY
• 2010-08-23 → 2012-05-15
  Hsbc Securities (Usa) Inc.
  Sodus, NY
  Rochester, NY
  Rochester, NY
• 2010-05-11 → 2010-08-10
  Equitable Advisors, Llc
  Rochester, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-11

Other Names

• Steve Masciangelo
• Steve M Masciangelo
• Steven M Masciangelo