Donald William Cook

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

• 08/2011 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2019 → 11/2022
  Sbh Bbq Co
  Greenville, SC
• 08/2024 → 02/2026
  Self-Employed
  Iron Station, NC
• 09/2024 → 02/2026
  Self-Employed
  Iron Station, NC
• 08/2025 → Present
  Self-Employed
  Iron Station, NC
• 08/2011 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 12/2021 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: IRON STATION, NC NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 08/2025 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: FULL AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: IRON STATION, NC NATURE OF BUSINESS: FIDUCIARY POSITION: FULL AGENT START DATE: 01/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FULL AGENT

Exams

• S66 Uniform Combined State Law Examination
  2021-12-03
• S63 Uniform Securities Agent State Law Examination
  2011-09-22

Other Names

• Donald W Cook