Sherri Ann Reeves

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

• 05/2016 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD., MALVERN, PA 19355 NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CAVE CREEK, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 05/2016 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CAVE CREEK, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 04/2021 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CAVE CREEK, AZ NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 04/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-10
• S63 Uniform Securities Agent State Law Examination
  2009-08-28

Other Names

• Sherri Behm
• Sherri Ann Behm