Best Investors Account Sign in

Alyssa Joanne Baldyga

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7261888

Claim This Profile
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
CT RA APPROVED 2025-04-28
NC RA APPROVED 2024-09-23
TX RA APPROVED 2024-09-23
  • CT RA
    APPROVED
    Since 2025-04-28
  • NC RA
    APPROVED
    Since 2024-09-23
  • TX RA
    APPROVED
    Since 2024-09-23

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
Symetra Life Insurance Company Bellevue WA 06/2021 08/2022
Symetra Securities, Inc. Bellevue WA 06/2021 08/2022
110 Grill Canton CT 11/2020 01/2022
Eli's Restaurant Group Hamden CT 06/2018 11/2020
Northwestern Mutual New Haven CT 05/2020 08/2020
Casals Online Barcelona 07/2019 08/2019
The Farms Country Club Wallingford CT 04/2017 06/2018
Ubs Charlotte NC 10/2022 04/2023
The Vanguard Group, Inc. Charlotte NC 05/2024 Present
Aston Carter Charlotte NC 11/2023 03/2024
Del Frisco's Double Eagle Steakhouse Charlotte NC 06/2023 12/2025
Quinnipiac University Hamden CT 08/2017 01/2022
Lyman Hall High School Wallingford CT 09/2013 06/2017
Vanguard Marketing Corporation Charlotte NC 05/2024 Present
Vanguard Advisers, Inc. Charlotte NC 09/2024 Present
  • 06/2021 → 08/2022
    Symetra Life Insurance Company
    Bellevue, WA
  • 06/2021 → 08/2022
    Symetra Securities, Inc.
    Bellevue, WA
  • 11/2020 → 01/2022
    110 Grill
    Canton, CT
  • 06/2018 → 11/2020
    Eli's Restaurant Group
    Hamden, CT
  • 05/2020 → 08/2020
    Northwestern Mutual
    New Haven, CT
  • 07/2019 → 08/2019
    Casals Online
    Barcelona
  • 04/2017 → 06/2018
    The Farms Country Club
    Wallingford, CT
  • 10/2022 → 04/2023
    Ubs
    Charlotte, NC
  • 05/2024 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 11/2023 → 03/2024
    Aston Carter
    Charlotte, NC
  • 06/2023 → 12/2025
    Del Frisco's Double Eagle Steakhouse
    Charlotte, NC
  • 08/2017 → 01/2022
    Quinnipiac University
    Hamden, CT
  • 09/2013 → 06/2017
    Lyman Hall High School
    Wallingford, CT
  • 05/2024 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 09/2024 → Present
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20
Other Names
  • Alyssa Joanne Baldyga
  • Alyssa Baldyga
  • Alyssa J Baldyga

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor