Catherine Danielle Stiltner

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

• 09/2012 → 12/2016
  Infinex Investments, Inc
  Abingdon, VA
• 06/2016 → 04/2021
  Wells Fargo Bank, Na
  Charlotte, NC
• 10/2018 → 04/2021
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 01/2017 → 05/2017
  Art Institute Of Charlotte
  Charlotte, NC
• 04/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 07/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 03/2026 → Present
  Self-Employed
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: BAKING POSITION: BAKER START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BAKE SOURDOUGH PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2025-07-14
• S63 Uniform Securities Agent State Law Examination
  2021-08-13

Other Names

• Catherine D Stiltner
• Catherine Stiltner
• Catherine Danielle Stiltner Finnican