Brian Joseph Patrick

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

• 01/2015 → 06/2019
  Charles Schwab
  Indianapolis, IN
• 06/2019 → 04/2020
  Charles Schwab
  Vero Beach, FL
• 04/2020 → 05/2025
  Fidelity Investments
  Covington, KY
• 11/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 05/2025 → 11/2025
  Unemployed
  Cincinnati, OH

Previous Registrations

• 2025-03-31 → 2025-06-25
  Strategic Advisers Llc
  Cincinnati, OH
  Covington, KY
  Cincinnati, OH
  Covington, KY
  Boston, MA
• 2020-06-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2016-06-07 → 2020-04-16
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Boca Raton, FL
  Vero Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-06-07
• S63 Uniform Securities Agent State Law Examination
  2015-08-14

Other Names

• Brian Joseph Patrick
• Brian Joseph Patrick
• Brian J Patrick
• Brian Patrick