Ryan Matthew Lee

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

• 05/2000 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 12/2023 → 01/2025
  Self-Employed
  Indian Trail, NC
• 01/2025 → Present
  Self-Employed
  Indian Land, SC
• 05/2000 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2014 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS (City/State): INDIAN LAND, SC NATURE OF BUSINESS: CONTRACT DRIVER POSITION: CONTRACTED WITH UBER START DATE: 12/2023 APPROX. HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVER PACKAGES

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-03-22

Designations

• Certified Financial Planner