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Darrell Samuel Montgomery

Vanguard Advisers, Inc.

Malvern, PA

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2020-05-05
TX RA APPROVED_RES 2019-07-01
PA RA APPROVED 2019-06-28
  • DE RA
    APPROVED
    Since 2020-05-05
  • TX RA
    APPROVED_RES
    Since 2019-07-01
  • PA RA
    APPROVED
    Since 2019-06-28

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • 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
Quantify Wealth Solutions Llc Glen Mills PA 05/2016 06/2017
Quantify Group, Llc Glen Mills PA 08/2013 06/2017
The Vanguard Group, Inc. Malvern PA 06/2017 Present
  • 05/2016 → 06/2017
    Quantify Wealth Solutions Llc
    Glen Mills, PA
  • 08/2013 → 06/2017
    Quantify Group, Llc
    Glen Mills, PA
  • 06/2017 → Present
    The Vanguard Group, Inc.
    Malvern, PA
Previous Registrations
  • 2016-05-11 → 2017-06-30
    Quantify Wealth Solutions Llc
    Chester Springs, PA
  • 2010-04-16 → 2016-08-10
    Spectrum Wealth Management, Llc
    Meredith, CO
  • 2009-09-08 → 2010-04-21
    Lpl Financial Llc
    Media, PA
  • 2009-02-23 → 2009-09-08
    Mutual Service Corporation
    Media, PA
    Wilmington, DE
    Media, PA
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-10
S65 Uniform Investment Adviser Law Examination 2008-08-13
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
  • S65 Uniform Investment Adviser Law Examination
    2008-08-13
Other Names
  • Darrell Montgomery

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MALVERN, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
MVO PRIVATE WEALTH, LLC · MALVERN, PA
LPL FINANCIAL LLC · Malvern, PA
TRAYNOR CAPITAL MANAGEMENT · MALVERN, PA
NORTHEAST ADVISERS, INC. · PAOLI, PA
HARVEST FINANCIAL PARTNERS · PAOLI, PA

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