Matthew Breton Kingsley

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

• 05/2004 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2019 → Present
  Kingsley & Family And Construction, Llc
  Matthews, NC
• 05/2004 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2019 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: FORT MILL, SC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2017 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTIES NAME OF BUSINESS: KINGSLEY & FAMILY CONSTRUCTION, LLC NON-INVESTMENT-RELATED ADDRESS: MATTHEWS, NC NATURE OF BUSINESS: CONSTRUCTION POSITION: OWNER START DATE: 09/2019 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONSTRUCTION

Exams

• S66 Uniform Combined State Law Examination
  2019-11-07
• S63 Uniform Securities Agent State Law Examination
  2003-07-18

Other Names

• Mattew Breton Kingsley