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William Charles Snyder

Vanguard Advisers, Inc.

Plano, TX

CRD 4569824

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20

Branch Locations

7900 Windrose Avenue, Plano, TX 75024 • 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
OrganizationCityStateFromTo
1St Global Capital Corp Dallas TX 09/2012 10/2019
Avantax Insurance Services, Inc. Dallas TX 09/2012 12/2020
1St Global Advisors, Inc. Dallas TX 09/2012 10/2019
Avantax Investment Services, Inc. Dallas TX 10/2019 12/2020
Avantax Advisory Services Dallas TX 10/2019 12/2020
The Vanguard Group, Inc. Plano TX 09/2025 Present
Vanguard Marketing Corporation Plano TX 09/2025 Present
Unemployed Frisco TX 12/2020 09/2022
Unemployed Dallas TX 09/2022 09/2025
Vanguard Advisers, Inc. Plano TX 11/2025 Present
  • 09/2012 → 10/2019
    1St Global Capital Corp
    Dallas, TX
  • 09/2012 → 12/2020
    Avantax Insurance Services, Inc.
    Dallas, TX
  • 09/2012 → 10/2019
    1St Global Advisors, Inc.
    Dallas, TX
  • 10/2019 → 12/2020
    Avantax Investment Services, Inc.
    Dallas, TX
  • 10/2019 → 12/2020
    Avantax Advisory Services
    Dallas, TX
  • 09/2025 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 09/2025 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 12/2020 → 09/2022
    Unemployed
    Frisco, TX
  • 09/2022 → 09/2025
    Unemployed
    Dallas, TX
  • 11/2025 → Present
    Plano, TX
Previous Registrations
  • 2019-10-25 → 2020-12-04
    Avantax Advisory Services
    Irving, TX
  • 2012-09-19 → 2019-10-25
    1St Global Advisors Inc
    Dallas, TX
    Dallas, TX
  • 2002-10-09 → 2011-11-03
    Watauga, TX
    Watauga, TX
    Fort Worth, TX
    Hurst, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-19
  • S66 Uniform Combined State Law Examination
    2025-11-19
Other Names
  • Bill Snyder
  • William C Snyder
  • William Snyder

View on SEC IAPD

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