Malvern Capital Management
47yrs
Top advisor by experience in Malvern
3yrs
Based in Malvern, Pennsylvania, Robert Ramirez is a fiduciary financial advisor with 3 years of industry experience. Robert has been with Vanguard Advisers since 2025. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 904 advisors with offices in Malvern, and one of 739 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowVanguard Advisers, Inc.Current firm
Contact Robert
(610) 669-1000Vanguard Advisers main office 100 Vanguard BlvdMalvern, PA 19355Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Vanguard Advisers at (610) 669-1000 and ask for Robert Ramirez. Robert works from the Malvern, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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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