Steven Winnfield Creed

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

• 08/2016 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2013 → 06/2018
  Martingroup Properties
  Charlotte, NC
• 02/2021 → Present
  Overall Publishing, Llc
  Huntersville, NC
• 08/2016 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2023 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: OVERALL PUBLISHING LLC NON-INVESTMENT-RELATED ADDRESS: HUNTERSVILLE, NC NATURE OF BUSINESS: PUBLISHING POSITION: OWNER START DATE: 02/2021 APPROX. HOURS/MONTH: 10 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PUBLISHING NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: SENECA, SC POSITION: LANDLORD/OWNER START DATE: 09/2022 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2023-08-22
• S63 Uniform Securities Agent State Law Examination
  2016-10-14

Other Names

• Steven Creed
• Boomer Creed