Steven Robert Reich

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

• 12/2022 → 02/2024
  Independent Tax & Financial Planners, Pc
  Southampton, PA
• 04/2021 → 09/2021
  Schwartz Kallish And Co.
  Bensalem, PA
• 10/2022 → 11/2022
  Freedom Mortgage
  Mount Laurel, NJ
• 07/2017 → 07/2020
  Open Door Valet
  Bensalem, PA
• 12/2014 → 12/2019
  Lsaa Basketball Association
  Feasterville Trevose, PA
• 05/2015 → 06/2017
  Erikson Living Ann's Choice
  Warminster, PA
• 12/2022 → 03/2024
  Avantax Investment Services Inc.
  Holland, PA
• 09/2017 → 05/2022
  The Pennsylvania State University - Altoona
  Altoona, PA
• 08/2014 → 05/2017
  Neshaminy High School
  Langhorne, PA
• 06/2022 → 09/2022
  Unemployed
  Feasterville Trevose, PA
• 05/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2024 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2024 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12
• S63 Uniform Securities Agent State Law Examination
  2023-04-12

Other Names

• Steven Robert Reich
• Steven Reich
• Steven R Reich