Michael Leslie Perhne

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 11/2016
  Prosperity Capital Advisors
  Westlake, OH
• 11/2016 → 06/2018
  Strategic Wealth Partners
  Independence, OH
• 07/2018 → 02/2020
  Alphastar Capital Management, Llc
  Independence, OH
• 04/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2020 → 03/2021
  Self-Employed
  Avon, OH
• 04/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2018-07-02 → 2020-02-11
  Alphastar Capital Management
  Independence, OH
  Cornelius, NC
• 2016-12-05 → 2018-05-02
  Strategic Wealth Partners, Ltd.
  Independence, OH
• 2015-03-04 → 2016-11-16
  Prosperity Capital Advisors
  Westlake, OH
• 2010-07-22 → 2012-11-12
  Strategic Wealth Partners, Ltd.
  Independence, OH
• 2002-11-04 → 2003-11-19
  Charles Schwab & Co., Inc.
  Westlake, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-17

Designations

• Certified Financial Planner

Other Names

• Michael L Perhne
• Michael Perhne