Malvern Capital Management
47yrs
Top advisor by experience in Malvern
9yrs
Daniel Shaw has worked in the financial industry for 9 years and is a financial advisor based in Malvern, Pennsylvania. Daniel has been with Vanguard Advisers since 2020. Daniel holds the CFP® designation.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 50% of advisors at Vanguard Advisers
Office100 Vanguard Blvd, Malvern, PA 19355
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowVanguard Advisers, Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Vanguard Advisers at 610-669-1000 and ask for Daniel Shaw. Daniel works from the Malvern, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 9 years. More experience than 50% of advisors at Vanguard Advisers.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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