Anne Rita Douglas

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

• 07/2012 → 08/2017
  The Ayco Company, L.P./Mercer Allied
  Parsippany, NJ
• 08/2017 → 03/2024
  Morgan Stanley
  New York, NY
• 04/2024 → 03/2025
  Clearview Wealth Management
  Charlotte, NC
• 04/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2015 → 12/2017
  University Of Massachusetts At Amherst
  Amherst, MA
• 07/2024 → Present
  Self-Employed
  Charlotte, NC

Previous Registrations

• 2024-04-17 → 2025-03-28
  Clearview Wealth Management
  Charlotte, NC
• 2017-09-11 → 2024-03-28
  Morgan Stanley
  New York, NY
• 2013-07-08 → 2017-08-07
  Goldman Sachs Wealth Services, L.P.
  Parsippany, NJ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: POA FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: FIDUCIARY POSITION: POA START DATE: 01/2019 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: POA WITH TRANSFER AND TRADING AUTHORITY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: NOTARY SERVICES POSITION: NOTARY START DATE: 07/2024 APPROX. HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: PROVIDE NOTARY SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2013-07-01

Designations

• Certified Financial Planner

Other Names

• Annie Douglas
• Anne R Douglas
• Anne Douglas
• Annie R Douglas
• Annie Rita Douglas