David Carter Wilson

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

• 06/2012 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2020 → Present
  Words Of Wilson, Llc.
  Matthews, NC
• 06/2012 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2016 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: WORD OF WILSON LLC NON-INVESTMENT ADDRESS: MATTHEWS, NC NATURE OF BUSINESS: PUBLISHING POSITION: WRITER START DATE:11/2020 APPROXIMATE HOURS PER MONTH: 30 NUMBER OF HOURS DURING TRADING HOURS:0 DUTIES: WRITER, PUBLISH NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT ADDRESS: MATTHEWS, NC START DATE: 2/2014 APPROXIMATE HOURS PER MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: MANAGE ACCOUNT FOR FAMILY MEMBER

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-20

Designations

• Certified Financial Planner

Other Names

• David C Wilson