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Gabriel Vallejo

Investment Adviser Representative at Vanguard Advisers, Inc.

Dallas, TXCRD #5972295Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gabriel Vallejo is an investment adviser representative with Vanguard Advisers, Inc. in Dallas, TX, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 6 firms, including Intercam Advisors, Inc. and LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

7900 Windrose Ave
Plano, TX 75024

Advisors at this office: 94

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
1 state or territory

Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/8/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 6/2/2012
SIE
Securities Industry Essentials Examination
Passed 1/31/2018
Series 7
General Securities Representative Examination
Passed 11/9/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/24/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vanguard Marketing CorporationCurrent
2/18/2026 – Dallas, TX
Vanguard Advisers, Inc.Current
2/18/2026 – Plano, TX
Intercam Advisors, Inc.
9/18/2024 – 10/23/2025Brownsville, TX
LPL Financial LLC
7/31/2019 – 12/18/2023Dallas, TX
TD Ameritrade Investment Management, LLC
10/21/2016 – 1/31/2018Fort Worth, TX
TD Ameritrade, Inc.
10/21/2016 – 1/31/2018Fort Worth, TX
Amerivest Investment Management, LLC
2/10/2014 – 1/19/2016Fort Worth, TX
TD Ameritrade, Inc.
2/10/2014 – 1/19/2016Fort Worth, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. TD Ameritrade
    Sep 2016 – Jan 2018Fort Worth, TX
  2. Believe Energy LLC
    Mar 2016 – Jul 2019Dallas, TX
  3. IBC Bank
    Jan 2018 – Jun 2023Dallas, TX
  4. LPL Financial LLC
    Jan 2018 – Jun 2023Dallas, TX
  5. Unemployed
    Jul 2023 – Oct 2023Dallas, TX
  6. Intercam Banco
    Oct 2023 – Sep 2024Brownsville, TX
  7. Intercam Wealth Management
    Sep 2024 – Oct 2025Brownsville, TX
  8. Intercam Advisors, Inc.
    Sep 2024 – Oct 2025Brownsville, TX
  9. The Vanguard Group, Inc.
    Feb 2026 – no end date reportedPlano, TX
  10. Vanguard Marketing Corporation
    Feb 2026 – no end date reportedPlano, TX
  11. Vanguard Advisers, Inc.
    Feb 2026 – no end date reportedPlano, TX
  12. Unemployed
    Oct 2025 – Feb 2026Dallas, TX
  13. Texas A&M Commerce
    Aug 2015 – Dec 2016Dallas, TX

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vanguard Advisers, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesOther Investment Advisers

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,379
Offices listed on AdvisorFinder:
4
Main office:
Malvern, PA
SEC file number:
801-49601

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 24, 2026

View full firm profile

Other advisors at Vanguard Advisers, Inc.

Showing 12 of 2,379 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel Vallejo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gabriel Vallejo (Vanguard Marketing) - Fees & Credentials