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Robert Hollins Allred

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7216665

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-10
TX RA APPROVED 2026-04-10
  • NC RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 01/2020 11/2021
Self-Employed Charlotte NC 10/2019 01/2020
Self-Employed Waxhaw NC 07/2019 01/2026
Self-Employed Waxhaw NC 07/2019 01/2026
Self-Employed Matthews NC 05/2019 06/2019
Five Stones Church Waxhaw NC 06/2017 05/2019
Daraja Children's Choir, Inc. Alpharetta GA 05/2012 05/2017
The Vanguard Group, Inc. Charlotte NC 01/2026 Present
Vanguard Marketing Corporation Charlotte NC 01/2026 Present
Super Roofing Company Fort Mill SC 03/2025 11/2025
Self-Employed Waxhaw NC 02/2025 Present
Prayer At The Heart Waxhaw NC 04/2024 02/2025
Central Church Charlotte NC 12/2023 03/2024
Ronald Blue Trust Charlotte NC 11/2021 11/2023
Vanguard Advisers, Inc. Charlotte NC 04/2026 Present
  • 01/2020 → 11/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2019 → 01/2020
    Self-Employed
    Charlotte, NC
  • 07/2019 → 01/2026
    Self-Employed
    Waxhaw, NC
  • 07/2019 → 01/2026
    Self-Employed
    Waxhaw, NC
  • 05/2019 → 06/2019
    Self-Employed
    Matthews, NC
  • 06/2017 → 05/2019
    Five Stones Church
    Waxhaw, NC
  • 05/2012 → 05/2017
    Daraja Children's Choir, Inc.
    Alpharetta, GA
  • 01/2026 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2026 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 03/2025 → 11/2025
    Super Roofing Company
    Fort Mill, SC
  • 02/2025 → Present
    Self-Employed
    Waxhaw, NC
  • 04/2024 → 02/2025
    Prayer At The Heart
    Waxhaw, NC
  • 12/2023 → 03/2024
    Central Church
    Charlotte, NC
  • 11/2021 → 11/2023
    Ronald Blue Trust
    Charlotte, NC
  • 04/2026 → Present
    Charlotte, NC
Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: WAXHAW, NC NATURE OF BUSINESS: DELIVERY POSITION: CONTRACTED WITH DOORDASH START DATE: 02/2025 APPROXIMATE HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DELIVERY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-07
S63 Uniform Securities Agent State Law Examination 2020-03-17
  • S66 Uniform Combined State Law Examination
    2026-04-07
  • S63 Uniform Securities Agent State Law Examination
    2020-03-17
Other Names
  • Rob Allred
  • Robert Hollins Allred
  • Robert Allred
  • Robert H Allred

View on SEC IAPD

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