Matthew Raymond Duliba

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

• 03/2018 → 01/2019
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2016 → 03/2018
  Pnc Financial Corporation
  Pittsburgh, PA
• 01/2019 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2023 → Present
  Self-Employed
  Charlotte, NC
• 03/2023 → Present
  Delirium Tv Llc
  Los Angeles, CA
• 03/2024 → Present
  Self-Employed
  Charlotte, NC

Previous Registrations

• 2013-05-23 → 2014-03-06
  Next Financial Group, Inc.
  Lockport, NY
  Dunkirk, NY
• 2013-02-13 → 2013-05-24
  Equitable Advisors, Llc
  Forestville, NY
  Williamsville, NY
  Williamsville, NY

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: CHARLOTTE, NORTH CAROLINA NATURE OF BUSINESS: DOG SITTER POSITION: CONTRACTED WITH ROVER START DATE: 01/2023 APPROX. HOURS/MONTH: 7 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DOG SITTER NAME OF BUSINESS: DELIRIUM TV, LLC NON-INVESTMENT RELATED ADDRESS: LOS ANGELES, CALIFORNIA NATURE OF BUSINESS: ENTERTAINMENT POSITION: TV SHOW PARTICIPANT START DATE: 03/2023 APPROX. HOURS/MONTH: 80 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TV SHOW PARTICIPANT NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT RELATED ADDRESS: CHARLOTTE, NORTH CAROLINA NATURE OF BUSINESS: PUBLIC SPEAKING POSITION: MENTAL HEALTH COACH START DATE: 03/2024 APPROX. HOURS/MONTH: 3 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PUBLICLY SPEAKING ABOUT MENTAL HEALTH AND OVERCOMING ADVERSITY

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-04
• S65 Uniform Investment Adviser Law Examination
  2013-02-04

Designations

• Certified Financial Planner

Other Names

• Matt Duliba
• Matthew Raymond Duliba
• Matthew Duliba