Nathan Douglas Amann

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 → 03/2017
  Allen & Company Of Florida, Inc.
  Lakeland, FL
• 03/2017 → 04/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2022 → 08/2022
  Edward Jones
  St. Louis, MO
• 09/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2022 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2022-05-02 → 2022-08-15
  Edward Jones
  St Louis, MO
  Huntersville, NC
• 2017-04-20 → 2022-05-03
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2012-03-01 → 2017-03-24
  Allen & Company Of Florida, Llc
  Lakeland, FL

Other Businesses

NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FIDUCIARY

Exams

• S66 Uniform Combined State Law Examination
  2011-09-13

Designations

• Certified Financial Planner

Other Names

• Nathan D Amann
• Nathan Amann
• Nathan Douglas Amann