Hanna Elizabeth Bertrand

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

• 06/2021 → 02/2026
  Independent Financial Group, Llc
  Chevy Chase, MD
• 08/2018 → 05/2021
  College Of Charleston
  Woodbridge, VA
• 04/2019 → 09/2019
  Caviar & Bananas
  Charleston, SC
• 09/2019 → 03/2020
  Mellow Mushroom
  Charleston, SC
• 09/2014 → 05/2018
  C.D. Hylton High School
  Woodbridge, VA
• 06/2019 → 08/2019
  E & M Technologies
  Reston, VA
• 09/2016 → 06/2019
  Wegman'S
  Woodbridge, VA
• 03/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 06/2021 → 02/2026
  Plotkin Financial Advisors
  Chevy Chase, MD
• 04/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-04-07

Other Names

• Hanna Bertrand
• Hanna E Bertrand