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Robbert Hendrik Johann Siemers

Vanguard Advisers, Inc.

Charlotte, NC

CRD 7263312

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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
VA RA APPROVED 2023-05-18
NC RA APPROVED 2021-09-14
TX RA APPROVED 2021-09-14
  • VA RA
    APPROVED
    Since 2023-05-18
  • NC RA
    APPROVED
    Since 2021-09-14
  • TX RA
    APPROVED
    Since 2021-09-14

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 06/2021 Present
Carroll Financial Associates Charlotte NC 05/2020 08/2020
Atlas Financial (Valeo Financial) Richmond VA 05/2019 08/2019
Carytown Bicycle Company Richmond VA 05/2018 08/2018
Virginia Polytechnic And State University Blacksburg VA 08/2017 05/2021
James River High School Midlothian VA 09/2013 06/2017
Vanguard Marketing Corporation Charlotte NC 06/2021 Present
Vanguard Advisers, Inc. Charlotte NC 05/2025 Present
  • 06/2021 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2020 → 08/2020
    Carroll Financial Associates
    Charlotte, NC
  • 05/2019 → 08/2019
    Atlas Financial (Valeo Financial)
    Richmond, VA
  • 05/2018 → 08/2018
    Carytown Bicycle Company
    Richmond, VA
  • 08/2017 → 05/2021
    Virginia Polytechnic And State University
    Blacksburg, VA
  • 09/2013 → 06/2017
    James River High School
    Midlothian, VA
  • 06/2021 → Present
    Vanguard Marketing Corporation
    Charlotte, NC
  • 05/2025 → Present
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-12
  • S66 Uniform Combined State Law Examination
    2021-08-12
Other Names
  • Robbert Siemers

View on SEC IAPD

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