Rodolpho Valencia

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

• 02/2022 → Present
  The Vanguard Group, Inc.
  Waianae, HI
• 11/2019 → 12/2021
  The Tjx Companies Inc
  Kapolei, HI
• 01/2019 → 11/2021
  City Mill Co., Ltd.
  Honolulu, HI
• 05/2017 → 08/2018
  Lowe's Home Improvement
  Waipahu, HI
• 11/2009 → 05/2017
  The Home Depot
  Fremont, CA
• 12/2021 → 02/2022
  Unemployed
  Waianae, HI
• 08/2018 → 01/2019
  Unemployed
  Waianae, HI
• 01/2023 → Present
  The Home Depot
  Pearl City, HI

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: THE HOME DEPOT NON-INVESTMENT-RELATED ADDRESS: PEARL CITY, HI NATURE OF BUSINESS: RETAIL POSITION: SALESCLERK START DATE: 01/2023 APPROXIMATE HOURS/MONTH: 30 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: STOCKING SHELVES, GENERAL CUSTOMER SERVICE, FINDING PRODUCTS FOR CUSTOMERS, ETC.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25

Other Names

• Rudy Valencia
• Rodolpho Valencia