Curtis Martin Ackerly

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:

Current Employers

Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2020-07-29
TX	RA	APPROVED	2020-07-29

NC RA
APPROVED

Since 2020-07-29
TX RA
APPROVED

Since 2020-07-29

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	07/2017	Present
Ruby Tuesday	West Columbia	SC	03/2017	07/2017
Moore School Of Business	Columbia	SC	04/2015	12/2016
Tokyo Grill	Lexington	SC	08/2012	04/2017
University Of South Carolina	Columbia	SC	01/2014	12/2016

07/2017 → Present

The Vanguard Group, Inc.

Charlotte, NC
03/2017 → 07/2017

Ruby Tuesday

West Columbia, SC
04/2015 → 12/2016

Moore School Of Business

Columbia, SC
08/2012 → 04/2017

Tokyo Grill

Lexington, SC
01/2014 → 12/2016

University Of South Carolina

Columbia, SC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: Agent - Father INVESTMENT-RELATED: ADDRESS: Charlotte, NC START DATE: 6/2020 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-08-23

S63 Uniform Securities Agent State Law Examination

2017-08-23

Designations

Certified Financial Planner

Other Names

Curtis Ackerly

View on SEC IAPD