Donald Michael George

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

• 11/2022 → Present
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2016 → 09/2021
  Glenmede Trust
  Philadelphia, PA
• 09/2021 → 11/2022
  Unemployed
  Hamilton, NJ

Previous Registrations

• 2016-02-25 → 2016-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 2003-09-18 → 2015-09-02
  Lpl Financial Llc
  Princeton, NJ
  Princeton, NJ
• 2009-12-23 → 2015-08-14
  Van Leeuwen & Company, Llc
  Princeton, NJ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-01
• S65 Uniform Investment Adviser Law Examination
  2003-07-02

Designations

• Certified Financial Planner

Other Names

• Donald Michael George
• Donald Michael George
• Donald Michael Georgejr