Christopher John Charte

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

• 12/2015 → 04/2017
  Barrett-Johnson & Associates
  Charlottesville, VA
• 07/2017 → 10/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 10/2020 → 06/2022
  Selective Wealth Management
  Huntersville, NC
• 06/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2020-10-07 → 2022-05-19
  Selective Wealth Management, Inc.
  Huntersville, NC
  Forest, VA
• 2018-08-23 → 2020-10-15
  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

• S65 Uniform Investment Adviser Law Examination
  2018-08-15
• S63 Uniform Securities Agent State Law Examination
  2017-08-23

Designations

• Certified Financial Planner

Other Names

• Christopher J Charte
• Chris Charte
• Christopher Charte