Edward Owen Mcconnell

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

• 08/2011 → 09/2018
  Bbtis
  Charlotte, NC
• 07/2011 → 09/2018
  Bb&T Bank
  Mooresville, NC
• 01/2018 → 09/2018
  Bb&T Securities, Llc
  Concord, NC
• 09/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2018 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 08/2018 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2018-01-02 → 2018-08-22
  Bb&T Securities, Llc
  Concord, NC
  Charlotte, NC
• 2011-08-05 → 2018-01-02
  Bb&T Investment Services, Inc.
  Concord, NC
  Charlotte, NC
  Mooresville, NC
• 2010-09-02 → 2011-07-19
  Morgan Stanley
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Purchase, NY
• 2006-07-12 → 2010-07-15
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-30
• S63 Uniform Securities Agent State Law Examination
  2002-05-31

Designations

• Certified Financial Planner

Other Names

• Edward O Mcconnell
• Eddie Mcconnell
• Edward Mcconnell