Stephen Joseph Burley

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2010 → 06/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ
• 07/2018 → 04/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2025 → Present
  Facet
  Baltimore, MD
• 04/2024 → 01/2025
  Unemployed
  Voorhees, NJ

Previous Registrations

• 2018-07-09 → 2024-04-09
  Vanguard Advisers, Inc.
  Malvern, PA
• 2011-03-14 → 2018-06-15
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-03-11

Designations

• Certified Financial Planner

Other Names

• Stephen J Burley
• Stephen J Burley
• Steve Burley
• Stephen Burley