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David Petty

VANGUARD GLOBAL ADVISERS, LLC·MALVERN, Pennsylvania
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100 VANGUARD BOULEVARD, MALVERN, PA 19355CRD# 5684895Firm CRD# 164593
01

About

David Petty is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with VANGUARD GLOBAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VANGUARD GLOBAL ADVISERS, LLC
VANGUARD GLOBAL ADVISERS, LLC
AUM
$432.7B
Regulatory assets under management
Employees
262
Total firm employees
View all advisors at VANGUARD GLOBAL ADVISERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5684895
Firm CRD# 164593
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Petty offer?
David Petty specializes in Retirement Planning, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.
What are David Petty's credentials?
David Petty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Petty located?
David Petty is based in MALVERN, Pennsylvania, working with VANGUARD GLOBAL ADVISERS, LLC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does David Petty charge for services?
David Petty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANGUARD GLOBAL ADVISERS, LLC?
VANGUARD GLOBAL ADVISERS, LLC has approximately 262 employees and manages $432.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MALVERN
Rory Balfour Riggs — CMG CAPITAL MANAGEMENT GROUP, INC.Alfred Marshall Rankin — THE VANGUARD GROUP, INC.Brian Keith Lureen — HERITAGE ADVISORY SERVICES, INC.Michael Thomas Rollings — THE VANGUARD GROUP, INC.Kimberly L. T. Zeller — PACER ADVISORS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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