Kelly James Mccarrel

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

• 01/2004 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2023 → Present
  Over The Fire Bbq Supply Llc
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: OVER THE FIRE BBQ SUPPLY LLC NON-INVESTMENT RELATED ADDRESS (City/State): PHOENIX, AZ NATURE OF BUSINESS: LLC/S-CORP/LLP POSITION: OWNER START DATE: 10/2023 APPROX. HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CLASS INSTRUCTOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-19
• S63 Uniform Securities Agent State Law Examination
  2004-06-02

Other Names

• Kelly J Mccarrel