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Kyle Elizabeth Devincenzo

Vanguard Advisers, Inc.

Saratoga, NY

CRD 6350351

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-09
PA RA APPROVED 2019-12-17
TX RA APPROVED 2019-12-17
  • NY RA
    APPROVED
    Since 2026-01-09
  • PA RA
    APPROVED
    Since 2019-12-17
  • TX RA
    APPROVED
    Since 2019-12-17

Branch Locations

Saratoga, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Saratoga Springs NY 06/2014 Present
Vanguard Marketing Corporation Saratoga Springs NY 06/2014 Present
Vanguard Advisers, Inc. Saratoga Springs NY 12/2019 Present
  • 06/2014 → Present
    The Vanguard Group, Inc.
    Saratoga Springs, NY
  • 06/2014 → Present
    Vanguard Marketing Corporation
    Saratoga Springs, NY
  • 12/2019 → Present
    Vanguard Advisers, Inc.
    Saratoga Springs, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-11
S63 Uniform Securities Agent State Law Examination 2014-07-16
  • S66 Uniform Combined State Law Examination
    2019-12-11
  • S63 Uniform Securities Agent State Law Examination
    2014-07-16
Other Names
  • Kyle Carroll
  • Kyle E Devincenzo
  • Kyle Devincenzo
  • Kyle Elizabeth Carroll
  • Kyle E Carroll

View on SEC IAPD

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