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Heidi Stam

VANGUARD ADVISERS INC·MALVERN, Pennsylvania
Unclaimed Profile
100 VANGUARD BLVD, MALVERN, PA 19355CRD# 2985810Firm CRD# 106715
01

About

Heidi Stam is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with VANGUARD ADVISERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS, INC.
AUM
$333.1B
Regulatory assets under management
Employees
2107
Total firm employees
View all advisors at VANGUARD ADVISERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2985810
Firm CRD# 106715
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heidi Stam offer?
Heidi Stam specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.
What are Heidi Stam's credentials?
Heidi Stam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heidi Stam located?
Heidi Stam is based in MALVERN, Pennsylvania, working with VANGUARD ADVISERS INC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does Heidi Stam charge for services?
Heidi Stam's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANGUARD ADVISERS INC?
VANGUARD ADVISERS INC has approximately 2107 employees and manages $333.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANGUARD ADVISERS INC

Claire Grace Burke
MALVERN, PA
Michael Sidney Miller
MALVERN, PA
Paul Andrew Heller
MALVERN, PA
George Upham Sauter
MALVERN, PA
Glenn W Reed
MALVERN, PA
John Edmund Bisordi
MALVERN, PA

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