Michael Alan Alonso

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

• 02/2010 → 02/2018
  Scottrade
  Columbia, MD
• 02/2018 → 10/2018
  Td Ameritrade, Inc.
  Greensboro, NC
• 02/2018 → 10/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 10/2018 → 10/2020
  Wells Fargo Bank, Na
  Greensboro, NC
• 10/2018 → 10/2020
  Wells Fargo Clearning Services, Llc
  Greensboro, NC
• 10/2020 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2025 → Present
  Kim Driver Properties Llc
  High Point, NC

Previous Registrations

• 2018-11-28 → 2020-10-06
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Greensboro, NC
• 2018-02-27 → 2018-10-18
  Td Ameritrade, Inc.
  Greensboro, NC
• 2018-02-26 → 2018-10-18
  Td Ameritrade Investment Management, Llc
  Greensboro, NC
  Omaha, NE
• 2017-05-25 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2008-04-24 → 2009-08-18
  T. Rowe Price Advisory Services, Inc.
  Baltimore, MD
• 2007-05-09 → 2008-02-25
  Morgan Stanley & Co. Llc
  Frederick, MD

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: KIM DRIVER PROPERTIES LLC INVESTMENT-RELATED ADDRESS: HIGH POINT, NC NATURE OF BUSINESS: RENTAIL MANAGEMENT POSITION: LANDLORD/OWNER START DATE: 08/2025 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2017-05-25

Other Names

• Michael Alan Alonso
• Michael Alonso