Gregory John Adams

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

• 04/2011 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2011 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2013 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2008-11-18 → 2011-04-11
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ
  Charlotte, NC
  Weehawken, NJ
• 2006-01-12 → 2008-11-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: HOLY ANGELS NON-INVESTMENT-RELATED ADDRESS: BELMONT, NC NATURE OF BUSINESS: BOARD MEMBERSHIP POSITION: FINANCE COMMITTEE START DATE: 04/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: REVIEW AND HELP DEVELOP BUDGET, REPORT FINANCIAL IRREGULARITIES AND GUIDELINES

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-11
• S63 Uniform Securities Agent State Law Examination
  1998-07-22

Designations

• Certified Financial Planner

Other Names

• Greg Adams
• Gregory J Adams