Scott Michael Atkinson

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

• 01/2010 → 11/2019
  Lpl Financial Llc
  Fort Mill, SC
• 01/2020 → 03/2022
  Wells Fargo Clearing Services
  Charlotte, NC
• 12/2019 → 01/2020
  Wells Fargo Clearing Services
  Charlotte, NC
• 04/2022 → Present
  The Vanguard Group, Inc
  Charlotte, NC
• 04/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2020-02-03 → 2022-03-30
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  St. Louis, MO
• 2010-01-25 → 2019-12-12
  Lpl Financial Llc
  Fort Mill, SC
  Fort Mill, SC
  Charlotte, NC
  Fort Mill, SC
  Fort Mill, SC
• 2009-12-21 → 2011-12-31
  Uvest Financial Services Group, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2009-12-18

Other Names

• Scott Michael Atkinson
• Scott Atkinson