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Stephens Manuel Morillo

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-02
TX RA APPROVED 2026-01-02
  • PA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2026-01-02

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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. Malvern PA 06/2017 Present
Mid Atlantic Resource Group Totowa NJ 08/2016 01/2017
William Paterson University Wayne NJ 09/2015 05/2017
Financial Planning Academy Wayne NJ 07/2022 08/2022
Vanguard Marketing Corporation Malvern PA 06/2017 Present
Vanguard Advisers, Inc. Malvern PA 01/2026 Present
  • 06/2017 → Present
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2016 → 01/2017
    Mid Atlantic Resource Group
    Totowa, NJ
  • 09/2015 → 05/2017
    William Paterson University
    Wayne, NJ
  • 07/2022 → 08/2022
    Financial Planning Academy
    Wayne, NJ
  • 06/2017 → Present
    Vanguard Marketing Corporation
    Malvern, PA
  • 01/2026 → Present
    Vanguard Advisers, Inc.
    Malvern, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Other Names
  • Stephens Morillo

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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