Violeta Nicole Montano

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

• 09/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2019 → 04/2021
  Graham Center At Florida International University
  Miami, FL
• 04/2021 → 10/2021
  National Molding, Llc
  Miami, FL
• 02/2005 → 12/2018
  Saint Andrew's School
  La Paz
• 01/2019 → 04/2021
  Florida International University
  Miami, FL
• 01/2024 → 12/2024
  Self-Employed
  Charlotte, SC
• 09/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2021-11-04

Other Names

• Violeta Montano