Valerie Lesane Rattigan

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

• 07/2007 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 07/2007 → 11/2020
  Tiaa
  Charlotte, NC
• 12/2020 → 03/2021
  Valerie Rattigan
  Charlotte, NC
• 03/2021 → 05/2021
  Allstate Insurance Company
  Lake Wylie, SC
• 03/2017 → Present
  Faith Real Estate Properties, Llc
  Charlotte, NC
• 12/2017 → 04/2023
  Real Living Carolinas Real Estate
  Charlotte, NC
• 06/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2023 → Present
  Self-Employed
  Charlotte, NC
• 06/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2008-01-23 → 2008-12-31
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: FAITH REAL ESTATE PROPERTIES, LLC INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 03/2017 APPROXIMATE HOURS PER MONTH: 2 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: OWNER OF RENTAL PROPERTIES NAME OF BUSINESS: BERKSHIRE HATHAWAY HOMESERVICES ELITE PROPERTIES AGENCY INVESTMENT RELATED: ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: CONTRACTED WITH BERKSHIRE HATHAWAY HOMESERVICES ELITE PROPERTIES START DATE: 04/2023 APPROXIMATE HOURS PER MONTH: 16 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: REAL ESTATE NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE BROKER POSITION: N/A START DATE: 1/2021 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14
• S65 Uniform Investment Adviser Law Examination
  2008-01-22
• S63 Uniform Securities Agent State Law Examination
  2001-03-15

Other Names

• Valerie Lesane
• Valerie Lesane
• Valerie Rattigan
• Valerie Lesane Rattigan