Michael Haran Lewis

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

• 03/2007 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: HTM Development, LLC INVESTMENT-RELATED: ADDRESS: FORT MILL, SC POSITION: OWNER START DATE: 04/2022 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 (1) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Lansdowne, PA POSITION: LANDLORD/OWNER START DATE: 10/2016 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 (2) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Lansdowne, PA POSITION: LANDLORD/OWNER START DATE: 10/2016 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 (3) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Chester, PA POSITION: LANDLORD/OWNER START DATE: 09/1997 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 (4) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Fort Mill, SC POSITION: LANDLORD/OWNER START DATE: 07/2017 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 (5) NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Kannapolis, NC POSITION: LANDLORD/OWNER START DATE: 06/2021 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2019-12-03
• S63 Uniform Securities Agent State Law Examination
  1998-01-09