Robert Charles Frey

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

• 08/2015 → 01/2024
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2024 → 09/2024
  Facet
  Huntersville, NC
• 09/2024 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 01/2019 → 12/2022
  Queens University Of Charlotte
  Charlotte, NC

Previous Registrations

• 2024-02-06 → 2024-09-25
  Facet
  Huntersville, NC
  West Palm Beach, FL
• 2019-07-05 → 2024-01-25
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-15

Designations

• Certified Financial Planner

Other Names

• Rob Frey
• Robert C Frey
• Robert Frey
• Rob C Frey
• Rob Charles Frey