Caitlin Rose Burgos

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

• 01/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2018 → 01/2022
  Texas Tech University
  Lubbock, TX
• 06/2021 → 08/2021
  Randstad
  Midland, TX
• 11/2019 → 02/2021
  American Campus Community
  Lubbock, TX
• 08/2014 → 05/2018
  Navarro High School
  Seguin, TX
• 05/2016 → 08/2018
  Montana Mikes Steakhouse
  New Braunfels, TX
• 06/2019 → 06/2019
  Texas Tech University
  Lubbock, TX
• 06/2017 → 07/2017
  National Junior Tennis League
  Seguin, TX
• 09/2018 → 12/2018
  Abuelos
  Lubbock, TX
• 08/2023 → 05/2025
  Self-Employed
  Scottsdale, AZ
• 01/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 05/2022 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-05-03

Other Names

• Caitlin Innes
• Caitlin Rose Burgos
• Caitlin Burgos
• Caitlin Rose Innes
• Caitlin R Innes