Edward P. Ferko

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:

Current Employers

Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2019-07-02
TX	RA	APPROVED	2019-07-02

NC RA
APPROVED

Since 2019-07-02
TX RA
APPROVED

Since 2019-07-02

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	03/2001	Present
Vanguard Marketing Corporation	Charlotte	NC	03/2001	Present
Vanguard Advisers, Inc.	Charlotte	NC	07/2019	Present

03/2001 → Present

The Vanguard Group, Inc.

Charlotte, NC
03/2001 → Present

Vanguard Marketing Corporation

Charlotte, NC
07/2019 → Present

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER-1 INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER-2 INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER-3 INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER-4 INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-05-30

S63 Uniform Securities Agent State Law Examination

2001-05-30

Designations

Certified Financial Planner

View on SEC IAPD