Vanguard Personal Advisor Trademark Registration
Summary
The USPTO registered trademark TM86625258 for 'Vanguard Personal Advisor' covering financial services including mutual fund investments, investment brokerage, investment management, and retirement plan consulting. The trademark was filed on May 11, 2015, and received registration on April 1, 2026.
What changed
USPTO officially registered the Vanguard Personal Advisor trademark (TM86625258) for use in connection with financial services encompassing mutual fund investments, investment brokerage, investment management, financial retirement plan consulting, and financial administration of retirement plans.
No immediate compliance actions are required by third parties. Competitors in the financial services industry should avoid using similar branding for comparable services to mitigate trademark infringement risk. The registration establishes Vanguard's exclusive rights to the mark in Class 036 (Insurance and Financial) in the United States.
Archived snapshot
Apr 3, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
ā USPTO Trademark Applications
VANGUARD PERSONAL ADVISOR
Registered TM86625258 Kind: registered Apr 01, 2026
Abstract
Financial services in the fields of mutual fund investments, investment brokerage, investment management, financial retirement plan consulting and financial administration of retirement plans
Filing Date
2015-05-11
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Source
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