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Shanaya Richina Davis

Vanguard Advisers, Inc.

Charlotte, NC

CRD 5955257

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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:

Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-09-28
TX RA APPROVED 2016-09-28
  • NC RA
    APPROVED
    Since 2016-09-28
  • TX RA
    APPROVED
    Since 2016-09-28

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keller Williams Realty Charlotte NC 07/2013 03/2017
Self-Employed Charlotte NC 01/2025 Present
The Vanguard Group, Inc. Charlotte NC 07/2010 Present
Vanguard Marketing Corporation Charlotte NC 07/2010 Present
Vanguard Advisers, Inc. Charlotte NC 09/2016 Present
Builtmore Holdings, Llc Charlotte NC 02/2026 Present
Builtmore Holdings Sc, Llc Rock Hill SC 02/2026 Present
  • 07/2013 → 03/2017
    Keller Williams Realty
    Charlotte, NC
  • 01/2025 → Present
    Self-Employed
    Charlotte, NC
  • 07/2010 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 07/2010 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 09/2016 → Present
    Charlotte, NC
  • 02/2026 → Present
    Builtmore Holdings, Llc
    Charlotte, NC
  • 02/2026 → Present
    Builtmore Holdings Sc, Llc
    Rock Hill, SC
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: SALES POSITION: AFFILIATE  START DATE: 01/2025 APPROXIMATE HOURS/MONTH: 16 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 06/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 12/2023 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: BUILTMORE HOLDINGS LLC INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER NAME OF BUSINESS: BUILTMORE HOLDINGS SC, LLC INVESTMENT-RELATED ADDRESS: ROCK HILL, SC NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 02/2026 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
S63 Uniform Securities Agent State Law Examination 2011-08-16
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16
  • S63 Uniform Securities Agent State Law Examination
    2011-08-16
Other Names
  • Shanaya Richina Harris
  • Shanaya Davis
  • Shanaya Harris

View on SEC IAPD

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