Abigail Elizabeth Nathu

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

• 07/2013 → 03/2017
  Redwood Wealth Management
  Alpharetta, GA
• 04/2017 → 12/2018
  Bt Wealth Management Llc
  Atlanta, GA
• 01/2019 → 02/2019
  Extended Travel
  Atlanta, GA
• 03/2019 → 08/2022
  Smartpath Financial
  Atlanta, GA
• 03/2019 → 09/2020
  Smartpath Advisors Llc
  Atlanta, GA
• 09/2020 → 11/2023
  Facet Wealth
  Atlanta, GA
• 09/2020 → 11/2023
  Facet Wealth
  Atlanta, GA
• 04/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 04/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 11/2023 → 03/2025
  Facet Wealth
  Phoenix, AZ
• 11/2023 → 03/2025
  Facet Wealth
  Phoenix, AZ

Previous Registrations

• 2020-10-29 → 2025-03-18
  Facet
  Atlanta, GA
  West Palm Beach, FL
  Atlanta, GA
  Phoenix, AZ
• 2019-09-23 → 2020-09-04
  Smartpath Advisors
  Atlanta, GA
• 2017-04-27 → 2019-01-11
  Bt Wealth Management, Llc
  Atlanta, GA

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-16

Designations

• Certified Financial Planner

Other Names

• Abigail Soren
• Abigail E Nathu
• Abigail Nathu
• Abigail Elizabeth Soren
• Abigail E Soren