Best Investors Account Sign in

Matthew Gerald Covelli

Vanguard Advisers, Inc.

Plano, TX

Claim This Profile
Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-12
TX RA APPROVED 2026-08-10
  • UT RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-10

Branch Locations

7900 Windrose Avenue, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rgt Wealth Advisors Dallas TX 08/2016 08/2022
The Vanguard Group, Inc. Plano TX 08/2022 Present
Vanguard Marketing Corporation Plano TX 08/2022 Present
Vanguard Advisers, Inc. Plano TX 11/2022 Present
  • 08/2016 → 08/2022
    Rgt Wealth Advisors
    Dallas, TX
  • 08/2022 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 08/2022 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 11/2022 → Present
    Vanguard Advisers, Inc.
    Plano, TX
Previous Registrations
  • 2022-11-07 → 2026-08-10
    Vanguard Advisers, Inc.
    Plano, TX
  • 2022-04-26 → 2022-08-10
    Rgt Wealth Advisors
    Dallas, TX
  • 2016-02-29 → 2019-03-29
    Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Llc
    Sacramento, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-11-04
S66 Uniform Combined State Law Examination 2013-12-13
  • S63 Uniform Securities Agent State Law Examination
    2022-11-04
  • S66 Uniform Combined State Law Examination
    2013-12-13
Designations
Other Names
  • Matt Gerald Covelli
  • Matthew Covelli

View on SEC IAPD

Other Firms

TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX
CAISHEN FINANCIAL · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor