Robert Allen Mexcur

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

Authority	Category	Status	Date
NC	RA	APPROVED	2020-12-15
TX	RA	APPROVED	2020-12-15

NC RA
APPROVED

Since 2020-12-15
TX RA
APPROVED

Since 2020-12-15

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

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2013	Present
Vanguard Marketing Corporation	Charlotte	NC	06/2013	Present
Vanguard Advisers, Inc.	Charlotte	NC	12/2020	Present

06/2013 → Present

The Vanguard Group, Inc.

Charlotte, NC
06/2013 → Present

Vanguard Marketing Corporation

Charlotte, NC
12/2020 → Present

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RENTAL PROPERTY POSITION: OWNER START DATE: 11/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF RENTAL PROPERTY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-07-31

S63 Uniform Securities Agent State Law Examination

2013-07-31

Designations

Certified Financial Planner

View on SEC IAPD