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.

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

Jun 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Jul 11, 2007

First registration

Nov 20, 2017

Dual registered

yes, broker-dealer

Other names

DAVID R MONTEITH|DAVID R MONTEITH|DAVID RUSSELL MONTEITH|DAVID MONTEITH|DAVID MONTEITH

IAPD individual key

5355033

• Occurred

  Oct 11, 2024
  Advisor changed firm

  David Russell Monteith left Facet for Vanguard Advisers, Inc. (registered 2025-02-06)

  Form ADVobserved 4 days ago
• Occurred

  Apr 3, 2024
  Advisor changed firm

  David Russell Monteith left Vanguard Advisers, Inc. for Facet (registered 2024-03-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7feea601-3552-ad89-179a-e243af7ba7cc

First observed

Nov 20, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.