Daniel Tauriello is a CFP-designated registered investment advisor, based in Malvern, PA, with 4 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
December 2021 - Present · 4 yrs 5 mos
Vanguard Advisers, INC.
December 2021 - Present · 4 yrs 5 mos
Vanguard Marketing Corporation
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
February 2021 - October 2021 · 8 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.