Sangeetha Sridhar Rajesh

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

• 11/2016 → 05/2018
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2018 → 03/2025
  Teacher's Insurance Annuity Association
  Charlotte, NC
• 12/2015 → 10/2016
  Metlife Investors Distribution Company
  Charlotte, NC
• 05/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2025 → 01/2025
  John Hancock
  Waxhaw, NC
• 03/2025 → 05/2025
  Unemployed
  Waxhaw, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 10/2021 APPROXIMATE HOURS/MONTH: 0 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: 10/2019 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 06/2018 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-07-03
• S63 Uniform Securities Agent State Law Examination
  2016-12-29

Other Names

• Sangeetha Sridhar
• Sangeetha Rajesh
• Sangeetha S Rajesh