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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

JOSEPH VINCENT FUREY

Advisor at VANGUARD ADVISERS, INC.

MALVERN, PA

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Search this name across graphsid dfx:ria:2ae991c7-ea29-6b23-bbcf-cedd615ed405

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANGUARD ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 12, 2016
First registration: Dec 23, 2020
Dual registered: yes, broker-dealer
Other names: JOE FUREY|JOSEPH V FUREY|JOSEPH FUREY|JOE V FUREY|JOE VINCENT FUREY
IAPD individual key: 6626364

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Sep 19, 2025	n/a	yes	MALVERN, PA	Current employment
BRYN MAWR TRUST ADVISORS, LLC	Independent wealth	Apr 5, 2024	Aug 19, 2025	no	PHILADELPHIA, PA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 1, 2022	Apr 12, 2024	no	Philadelphia, PA\|Philadelphia, PA\|Marlton, NJ\|Marlton, NJ	Previous registration
SAGE FINANCIAL GROUP INC.	Independent wealth	Oct 7, 2021	Nov 8, 2021	no	WEST CONSHOHOCKEN, PA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 23, 2020	Sep 20, 2021	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BRYN MAWR TRUST ADVISORS, LLC	VANGUARD ADVISERS, INC.	Aug 19, 2025	Sep 19, 2025	31	Firm change	RIA to ibd
CHARLES SCHWAB & CO., INC.	BRYN MAWR TRUST ADVISORS, LLC	Apr 12, 2024	Apr 5, 2024	-7	Firm change	Ibd to RIA
SAGE FINANCIAL GROUP INC.	CHARLES SCHWAB & CO., INC.	Nov 8, 2021	Apr 1, 2022	144	Firm change	RIA to ibd
UBS FINANCIAL SERVICES INC.	SAGE FINANCIAL GROUP INC.	Sep 20, 2021	Oct 7, 2021	17	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ VANGUARD ADVISERS, INC.Registered adviserregistration: current employment
Sep 19, 2025 to presentfactForm ADV
→ BRYN MAWR TRUST ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 5, 2024 to Aug 19, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 1, 2022 to Apr 12, 2024factForm ADV
→ SAGE FINANCIAL GROUP INC.Registered adviserregistration: previous registration
Oct 7, 2021 to Nov 8, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 23, 2020 to Sep 20, 2021factForm ADV

Dated events

Occurred
Aug 19, 2025
Advisor changed firm
Joseph Vincent Furey left Bryn Mawr Trust Advisors, Llc for Vanguard Advisers, Inc. (registered 2025-09-19)
Form ADVobserved 5 days ago
Occurred
Apr 12, 2024
Advisor changed firm
Joseph Vincent Furey left Charles Schwab & Co., Inc. for Bryn Mawr Trust Advisors, Llc (registered 2024-04-05)
Form ADVobserved 5 days ago