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Matthew Alex Czerw

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7259198

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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
NJ RA APPROVED 2024-01-02
NC RA APPROVED 2023-07-06
TX RA APPROVED 2023-07-06
  • NJ RA
    APPROVED
    Since 2024-01-02
  • NC RA
    APPROVED
    Since 2023-07-06
  • TX RA
    APPROVED
    Since 2023-07-06

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 06/2022 Present
Instacart Glen Gardner NJ 12/2021 01/2022
Chubb Glen Gardner NJ 06/2021 08/2021
Northwestern Mutual Clinton NJ 06/2020 08/2020
University Of South Carolina Columbia SC 08/2018 05/2022
Voorhees High School Glen Gardner NJ 08/2014 06/2018
Unemployed Glen Gardner NJ 06/2018 08/2018
Just Chill Frozen Yogurt Clinton NJ 06/2016 10/2016
Doordash Columbia SC 04/2022 04/2022
  • 06/2022 → Present
    The Vanguard Group, Inc
    Charlotte, NC
  • 12/2021 → 01/2022
    Instacart
    Glen Gardner, NJ
  • 06/2021 → 08/2021
    Chubb
    Glen Gardner, NJ
  • 06/2020 → 08/2020
    Northwestern Mutual
    Clinton, NJ
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 08/2014 → 06/2018
    Voorhees High School
    Glen Gardner, NJ
  • 06/2018 → 08/2018
    Unemployed
    Glen Gardner, NJ
  • 06/2016 → 10/2016
    Just Chill Frozen Yogurt
    Clinton, NJ
  • 04/2022 → 04/2022
    Doordash
    Columbia, SC
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2022-09-19
Other Names
  • Matthew Alex Czerw
  • Matt Czerw
  • Matthew Czerw

View on SEC IAPD

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