Isaac Martin Acosta Montenegro

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

• 11/2013 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2017 → 03/2023
  Ma Painting Llc
  Pineville, NC
• 04/2021 → 02/2023
  Exp Realty
  Charlotte, NC
• 02/2023 → 08/2023
  Self-Employed
  Charlotte, NC
• 02/2023 → Present
  Self-Employed
  Charlotte, NC
• 08/2023 → 04/2026
  Pivot Remodeling Llc
  Charlotte, NC
• 12/2024 → Present
  Finway Insurance Agency, Llc
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE SALES POSITION: CONTRACTED WITH LIFESTYLE INTERNATIONAL REALTY START DATE: 02/2023 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: ASSIST WITH PURCHASE/SALE OF RESIDENTIAL REAL ESTATE NAME OF BUSINESS: FINWAY INSURANCE AGENCY, LLC INVESTMENT-RELATED NATURE OF BUSINESS: PROPERTY/CASUALTY INSURANCE ADDRESS: CHARLOTTE, NC POSITION: OWNER START DATE: 12/2024 APPROXIMATE HOURS/MONTH: 45 HOURS DEVOTED DURING TRADING HOURS: 20 DUTIES: INSURANCE AGENT

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-12-18

Designations

• Certified Financial Planner

Other Names

• Isaac Martin Acosta
• Isaac Martin Montenegro